Steward case

CASE-000100

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

OpenCheckpointckpt-run-mvfoap9e-54105workflow paused, state held

Side-by-side comparison

Incoming CLM-420575 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420575incoming	#1MBR-022746Theresa Green 0.832 rec. Best evidence: NameDate of birth
Name	Theresa Green	Theresa Green
Date of birth	1965-10-27	1965-10-27
Member ID	— -	UHC-90230-78
SSN	—	•••-••-8569
Phone	—	3037512221
Email	— UNKNOWN	theresa.green@yahoo.com
Address	—	949 Canyon Rd
City / state / ZIP	— NULL, N/A	San Diego, CA, 92115
Group	— UNKNOWN	GRP-8764
Plan	— null	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-022746Theresa Green0.83

Matched against ENR-127080, 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-127080Theresa Green1965-10-27Scored 1.00
CLMCLM-420574Theresa Green1965-10-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3959c1da58b1
Escalated CLM-420575, top score 0.83, candidates MBR-022746

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 Theresa GreenMBR-022746, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-420575 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-54105
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034031
Opened: 2026-10-19 19:54:36
Top score: 0.83