Steward case

CASE-000297

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

OpenCheckpointckpt-run-mvfoap9e-28476workflow paused, state held

Side-by-side comparison

Incoming CLM-431823 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431823incoming	#1MBR-010508Jess Henderson 0.832 rec. Best evidence: NameDate of birth
Name	Jessica Henderson	Jess Henderson
Date of birth	1995-05-23	1995-05-23
Member ID	—	UHC-99457-20
SSN	— •••-••-UNKNOWN	—
Phone	—	6377970541
Email	—	jessica.henderson22@yahoo.com
Address	—	8470 Hillcrest Rd
City / state / ZIP	— null, N/A, null	Tempe, AZ, 85296
Group	GRP-6391	GRP-6391
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-010508Jess Henderson0.83

Matched against CLM-431822, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-431822Jesisca Henderson1995-05-23Scored 1.00
ENRENR-141755Jess Henderson1995-05-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ae2e5b64ca
Escalated CLM-431823, top score 0.83, candidates MBR-010508

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 Jess HendersonMBR-010508, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-431823 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-28476
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021878
Opened: 2026-10-19 19:54:36
Top score: 0.83