Steward case

CASE-000245

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

OpenCheckpointckpt-run-mvfoap9e-36979workflow paused, state held

Side-by-side comparison

Incoming CLM-420872 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420872incoming	#1MBR-027943Donna Cook 0.833 rec. Best evidence: NameDate of birth
Name	Donna Cook	Donna Cook
Date of birth	1978-02-12	1978-02-12
Member ID	— NULL	UHC-07640-06
SSN	— •••-••-NULL	•••-••-3433
Phone	8798708298	8798708298
Email	— -	—
Address	6955 Maple Ave # 791 6955 Maple Avenue #791	6772 Desert Sky Blvd
City / state / ZIP	Scottsdale, AZ, 85256	Nashville, TN, 37276
Group	GRP-4591	GRP-4591
Plan	CORE-HMO	CORE-HMO
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-027943Donna Cook0.83

Matched against CLM-420873, 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-420871Donna Cok1978-02-12Rule 0.97
ENRENR-127425Donna Cook1978-02-12Rule 0.99
CLMCLM-420873Donna Cook1978-02-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397d3f94a082
Escalated CLM-420872, top score 0.83, candidates MBR-027943

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 Donna CookMBR-027943, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-420872 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-36979
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026524
Opened: 2026-10-19 19:54:36
Top score: 0.83