Steward case

CASE-004136

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

OpenCheckpointckpt-run-mvfoap9e-56558workflow paused, state held

Side-by-side comparison

Incoming CLM-410690 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410690incoming	#1MBR-010611Ahmed Robertson 0.834 rec. Best evidence: NameDate of birth
Name	Robertson M Ahmed	Ahmed M Robertson
Date of birth	1973-04-27	1973-04-27
Member ID	— -	UHC-53183-42
SSN	— •••-••-NULL	•••-••-1019
Phone	— 2877561	6092877561
Email	— UNKNOWN	—
Address	9758 Valley View Dr 9758 VALLEY VIEW DRIVE	9758 Valley View Dr
City / state / ZIP	Sacramento, CA Sacramento, CA, -	Sacramento, CA, 95848
Group	—	GRP-1625
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1PRV ×1TPA ×1ENR ×14 records

Evidence detail

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

▶#1MBR-010611Ahmed Robertson0.83

Matched against TPA-54687, 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

CLMCLM-410689Ahmed Robertson1973-04-27Rule 0.99
PRVPRV-23086Ahmed Robertson1973-04-27Scored 0.99
TPATPA-54687Robertson Ahmed1973-04-27Scored 0.98
ENRENR-114023Ahemd Robertson1973-04-27Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3941eb83ebd7
Escalated CLM-410690, top score 0.83, candidates MBR-010611

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 Ahmed RobertsonMBR-010611, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-410690 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-56558
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034954
Opened: 2026-10-19 19:54:36
Top score: 0.83