Steward case

CASE-000192

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

OpenCheckpointckpt-run-mvfoap9e-80543workflow paused, state held

Side-by-side comparison

Incoming CLM-422949 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422949incoming	#1MBR-011484Betty Evans 0.833 rec. Best evidence: NameDate of birth
Name	Betty Evans	Betty Evans
Date of birth	1998-04-26	1998-04-26
Member ID	— N/A	UHC-40645-66
SSN	— •••-••--	•••-••-3919
Phone	— 5924058	7805924058
Email	— N/A	betty.evans81@aol.com
Address	— null	5941 Apache Blvd
City / state / ZIP	— UNKNOWN , N/A	Miami, FL, 33166
Group	GRP-7514	GRP-7514
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-011484Betty Evans0.83

Matched against CLM-422947, 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-422947Betty Evans1998-04-26Scored 1.00
CLMCLM-422948Betty Evans1998-04-26Scored 1.00
ENRENR-130037Betty Evans1998-04-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399d1eaf1bd2
Escalated CLM-422949, top score 0.83, candidates MBR-011484

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 Betty EvansMBR-011484, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-422949 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-80543
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042428
Opened: 2026-10-19 19:54:36
Top score: 0.83