Steward case

CASE-000166

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

OpenCheckpointckpt-run-mvfoap9e-87946workflow paused, state held

Side-by-side comparison

Incoming CLM-426656 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426656incoming	#1MBR-017107Denise Carroll 0.833 rec. Best evidence: NameDate of birth
Name	Denise Carroll	Denise Carroll
Date of birth	1969-10-11	1969-10-11
Member ID	—	UHC-30539-11
SSN	— •••-••-NULL	•••-••-9871
Phone	—	5527330564
Email	— -	denise.carroll@proton.me
Address	— null	518 Oak St
City / state / ZIP	— UNKNOWN, NULL	Tampa, FL, 33603
Group	GRP-7434	GRP-7434
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-017107Denise Carroll0.83

Matched against ENR-134954, 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-134954Denise Carroll1969-10-11Rule 0.99
CLMCLM-426657Denise Carroll1969-10-11Scored 1.00
TPATPA-61776Denise Carroll1969-10-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394e08a7c577
Escalated CLM-426656, top score 0.83, candidates MBR-017107

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 Denise CarrollMBR-017107, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-426656 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-87946
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044219
Opened: 2026-10-19 19:54:36
Top score: 0.83