Steward case

CASE-004264

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

OpenCheckpointckpt-run-mvfoap9e-98273workflow paused, state held

Side-by-side comparison

Incoming CLM-426459 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426459incoming	#1MBR-040437Matthew Jones 0.831 rec. Best evidence: NameDate of birth
Name	Matthew Jones	Matthew Jones
Date of birth	1999-10-07	1999-10-07
Member ID	— NULL	UHC-41159-40
SSN	•••-••-0531	—
Phone	—	4416662283
Email	— -	matthew.jones@icloud.com
Address	— -	4876 Apache Blvd
City / state / ZIP	— UNKNOWN, null, UNKNOWN	Dallas, TX, 75277
Group	GRP-4085	GRP-4085
Plan	— UNKNOWN	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-040437Matthew Jones0.83

Matched against ENR-134696, 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-134696Matthew Jones1999-10-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bba1c280aa
Escalated CLM-426459, top score 0.83, candidates MBR-040437

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 Matthew JonesMBR-040437, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-426459 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-98273
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046512
Opened: 2026-10-19 19:54:36
Top score: 0.83