Steward case

CASE-003682

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

OpenCheckpointckpt-run-mvjj6udb-32633workflow paused, state held

Side-by-side comparison

Incoming CLM-428541 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428541incoming	#1MBR-030287John Marshall 0.832 rec. Best evidence: NameDate of birth
Name	John Marshall Marshall, John	John O Marshall
Date of birth	2000-04-14	2000-04-14
Member ID	— N/A	UHC-46195-40
SSN	— •••-••-N/A	•••-••-3319
Phone	— -	3772559193
Email	— NULL	john.marshall@aol.com
Address	—	2707 Grand Ave
City / state / ZIP	— null, -	Las Vegas, NV, 89170
Group	GRP-1586	GRP-1586
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-030287John Marshall0.83

Matched against ENR-137446, 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-137446John Marshall2000-04-14Scored 1.00
CLMCLM-428542John Marshall2000-04-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554316b89c64
Escalated CLM-428541, top score 0.83, candidates MBR-030287

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 John MarshallMBR-030287, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-428541 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-mvjj6udb-32633
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024228
Opened: 2026-10-22 12:43:43
Top score: 0.83