Steward case

CASE-000154

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

OpenCheckpointckpt-run-mvfoap9e-20332workflow paused, state held

Side-by-side comparison

Incoming CLM-415616 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415616incoming	#1MBR-020837Linda Green 0.834 rec. Best evidence: NameDate of birth
Name	Linda E Green LINDA E. GREEN	Linda E Green
Date of birth	1970-08-10	1970-08-10
Member ID	—	UHC-04889-62
SSN	— •••-••-N/A	•••-••-9904
Phone	—	6077826178
Email	— NULL	—
Address	— NULL	8032 Valley View Dr
City / state / ZIP	— NULL	Los Angeles, CA, 90038
Group	GRP-7112	GRP-7112
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×24 records

Evidence detail

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

▶#1MBR-020837Linda Green0.83

Matched against CLM-415617, 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-415617Linda Green1970-08-10Scored 1.00
TPATPA-56843Linda Green1970-08-10Scored 1.00
ENRENR-120582Linda Green1970-08-10Scored 1.00
ENRENR-120581Linda Green1970-08-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39be96e1cdbf
Escalated CLM-415616, top score 0.83, candidates MBR-020837

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 Linda GreenMBR-020837, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-415616 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-20332
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-016640
Opened: 2026-10-19 19:54:36
Top score: 0.83