Steward case

CASE-003846

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

OpenCheckpointckpt-run-mvfoap9e-39237workflow paused, state held

Side-by-side comparison

Incoming CLM-410194 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410194incoming	#1MBR-037151Rob Phillips 0.832 rec. Best evidence: NameDate of birth
Name	Rob Phillips	Rob Phillips
Date of birth	1943-11-04	1943-11-04
Member ID	— -	UHC-07358-87
SSN	— •••-••-N/A	•••-••-1199
Phone	— -	7325472007
Email	robert.phillips99@proton.me	—
Address	—	4709 Indian School Rd
City / state / ZIP	— -, NULL	Scottsdale, AZ, 85255
Group	GRP-2287	GRP-2287
Plan	NAVIGATE-HMO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-037151Rob Phillips0.83

Matched against PRV-22958, 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

PRVPRV-22958Rob Phillips1943-11-04Scored 1.00
CLMCLM-410195Robert Phillips1943-11-04Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e1b5307a9a
Escalated CLM-410194, top score 0.83, candidates MBR-037151

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 Rob PhillipsMBR-037151, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410194 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-39237
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027634
Opened: 2026-10-19 19:54:36
Top score: 0.83