Steward case

CASE-004204

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

OpenCheckpointckpt-run-mvfoap9e-94362workflow paused, state held

Side-by-side comparison

Incoming CLM-409946 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409946incoming	#1MBR-043646Mason McDonald 0.832 rec. Best evidence: NameDate of birth
Name	Mason McDonald	Mason McDonald
Date of birth	2003-08-20	2003-08-20
Member ID	— null	UHC-59502-09
SSN	— •••-••-N/A	•••-••-3033
Phone	—	—
Email	— N/A	—
Address	—	2210 Cedar Ln
City / state / ZIP	— UNKNOWN	Atlanta, GA, 30379
Group	— N/A	GRP-6591
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-043646Mason McDonald0.83

Matched against CLM-409947, 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-409947Mason McDonald2003-08-20Scored 1.00
TPATPA-54346Mason McDonald2003-08-20Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39df46329720
Escalated CLM-409946, top score 0.83, candidates MBR-043646

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 Mason McDonaldMBR-043646, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409946 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-94362
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045675
Opened: 2026-10-19 19:54:36
Top score: 0.83