Steward case

CASE-000072

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

OpenCheckpointckpt-run-mvjj6udb-81931workflow paused, state held

Side-by-side comparison

Incoming ENR-120256 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-120256incoming	#1MBR-041640Elizabeth Patterson 0.831 rec. Best evidence: NameDate of birth
Name	Elizabeth Patterson	Elizabeth M Patterson
Date of birth	1969-12-20 12/20/1969	1969-12-20
Member ID	UHC-55654-35	—
SSN	•••-••-9743	—
Phone	6369088835 636-908-8835	—
Email	elizabeth.patterson6@gmail.com	—
Address	4985 Harbor Blvd 4985 Harbor Boulevard	—
City / state / ZIP	Eden Prairie, MN, 55340	—
Group	GRP-3385	GRP-3385
Plan	OPTIONS-PPO	MEDICARE-ADV-A
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-041640Elizabeth Patterson0.83

Matched against CLM-415381, 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-415381Elizabeth Patterson1969-12-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553211bf7dd9
Escalated ENR-120256, top score 0.83, candidates MBR-041640

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-041640, score 0.83, 1 recordLinkConfirm as a distinct identityENR-120256 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-mvjj6udb-81931
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042803
Opened: 2026-10-22 12:43:43
Top score: 0.83