Steward case

CASE-000011

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

OpenCheckpointckpt-run-mvfoap9e-39469workflow paused, state held

Side-by-side comparison

Incoming CLM-403782 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403782incoming	#1MBR-003010Heather Walsh 0.835 rec. Best evidence: NameDate of birth
Name	Heather Walsh	Heather T Walsh
Date of birth	1942-10-11	1942-10-11
Member ID	— N/A	UHC-45163-98
SSN	—	•••-••-1610
Phone	—	9213022278
Email	— -	heather.walsh@hotmail.com
Address	— -	6927 Oak St
City / state / ZIP	— UNKNOWN, -	Eden Prairie, MN, 55365
Group	— -	GRP-8956
Plan	SELECT-EPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×2TPA ×15 records

Evidence detail

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

▶#1MBR-003010Heather Walsh0.83

Matched against CLM-403783, 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-403783Heather Walsh1942-10-11Rule 0.99
CLMCLM-403784Heather Walsh1942-10-11Rule 0.99
ENRENR-104912Heather Walsh1942-10-11Rule 0.99
TPATPA-51646Heather Walsh1942-10-11Rule 0.97
ENRENR-104913Heather Walsh1942-10-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3953a9b4eaf0
Escalated CLM-403782, top score 0.83, candidates MBR-003010

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 Heather WalshMBR-003010, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-403782 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-39469
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027742
Opened: 2026-10-19 19:54:36
Top score: 0.83