Steward case

CASE-000071

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

OpenCheckpointckpt-run-mvfoap9e-77430workflow paused, state held

Side-by-side comparison

Incoming CLM-415381 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415381incoming	#1MBR-042803Elizabeth Patterson 0.831 rec. Best evidence: NameDate of birth
Name	Elizabeth M Patterson	Elizabeth Patterson
Date of birth	1969-12-20 20-12-1969	1969-12-20
Member ID	—	UHC-55654-35
SSN	— •••-••--	•••-••-9743
Phone	— null	6369088835
Email	— null	elizabeth.patterson6@gmail.com
Address	—	4985 Harbor Blvd
City / state / ZIP	— -, N/A, UNKNOWN	Eden Prairie, MN, 55340
Group	GRP-3385	GRP-3385
Plan	MEDICARE-ADV-A	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-042803Elizabeth Patterson0.83

Matched against ENR-120256, 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-120256Elizabeth Patterson1969-12-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39eed7c11c32
Escalated CLM-415381, top score 0.83, candidates MBR-042803

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 Elizabeth PattersonMBR-042803, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-415381 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-77430
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041640
Opened: 2026-10-19 19:54:36
Top score: 0.83