Steward case

CASE-003624

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-95661workflow paused, state held

Side-by-side comparison

Incoming CLM-423299 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423299incoming	#1MBR-035366Nathan Turner 0.833 rec. Best evidence: NameDate of birth
Name	Nathan Turner	Nathan Turner
Date of birth	1987-05-06 05/06/87	1987-05-06
Member ID	— N/A	UHC-08557-62
SSN	—	•••-••-2292
Phone	— null	5189619890
Email	— NULL	nathan.turner@hotmail.com
Address	— N/A	528 Market St
City / state / ZIP	— UNKNOWN, null,	Gilbert, AZ, 85275
Group	GRP-4888	GRP-4888
Plan	—	CORE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×1CLM ×13 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-035366Nathan Turner0.83

Matched against ENR-130454, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-130454Nathan Turner1987-05-06Scored 1.00
TPATPA-60251Nathan Turner1987-05-06Scored 1.00
CLMCLM-423298Nathan Turner1987-05-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39be1e283461
Escalated CLM-423299, top score 0.83, candidates MBR-035366

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Nathan TurnerMBR-035366, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-423299 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-95661
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045949
Opened: 2026-10-19 19:54:36
Top score: 0.83