Steward case

CASE-000243

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

OpenCheckpointckpt-run-mvfoap9e-21059workflow paused, state held

Side-by-side comparison

Incoming CLM-423220 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423220incoming	#1MBR-029993Rachel Coleman 0.833 rec. Best evidence: NameDate of birth
Name	Rachel Coleman	Rachel T Coleman
Date of birth	1971-12-27 19711227	1971-12-27
Member ID	— N/A	UHC-90276-54
SSN	— •••-••-N/A	•••-••-6659
Phone	— N/A	9782889687
Email	—	rachel.coleman@outlook.com
Address	— NULL	6858 Sunset Blvd
City / state / ZIP	— ,	Jacksonville, FL, 32204
Group	— N/A	GRP-2465
Plan	— -	MEDICARE-ADV-A
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-029993Rachel Coleman0.83

Matched against CLM-423221, 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-423221Rachel Coleman1971-12-27Rule 0.99
ENRENR-130366Rachel Coleman1971-12-27Rule 0.99
CLMCLM-423219Rachel Coleman1970-12-27Scored 0.86

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c40af4a6d4
Escalated CLM-423220, top score 0.83, candidates MBR-029993

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 Rachel ColemanMBR-029993, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-423220 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-21059
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017142
Opened: 2026-10-19 19:54:36
Top score: 0.83