Steward case

CASE-000087

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

OpenCheckpointckpt-run-mvfoap9e-48724workflow paused, state held

Side-by-side comparison

Incoming CLM-426611 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426611incoming	#1MBR-003027Barbara Johnston 0.833 rec. Best evidence: NameDate of birth
Name	Barbara Johnston	Barbara Johnston
Date of birth	1973-12-10 19731210	1973-12-10
Member ID	—	UHC-24731-68
SSN	—	•••-••-2306
Phone	— NULL	8266139748
Email	— UNKNOWN	barbara.johnston98@gmail.com
Address	— NULL	7133 Apache Blvd
City / state / ZIP	— N/A, N/A, N/A	Tampa, FL, 33651
Group	— null	GRP-3010
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1TPA ×1CLM ×13 records

Evidence detail

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

▶#1MBR-003027Barbara Johnston0.83

Matched against ENR-134900, 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-134900Barbara Johnston1973-12-10Scored 1.00
TPATPA-61756Barbara Johnston1973-12-10Scored 1.00
CLMCLM-426610Barb Johnston1973-12-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399a377689d5
Escalated CLM-426611, top score 0.83, candidates MBR-003027

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 Barbara JohnstonMBR-003027, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-426611 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-48724
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031918
Opened: 2026-10-19 19:54:36
Top score: 0.83