Steward case

CASE-000334

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

OpenCheckpointckpt-run-mvfoap9e-61938workflow paused, state held

Side-by-side comparison

Incoming CLM-411519 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411519incoming	#1MBR-000998Rachel Harrison 0.832 rec. Best evidence: NameDate of birth
Name	Rachel Harrison	Rachel Harrison
Date of birth	1956-09-25 09/25/56	1956-09-25
Member ID	—	—
SSN	— •••-••-UNKNOWN	—
Phone	—	6515175655
Email	— NULL	—
Address	— N/A	5938 Cedar Ln
City / state / ZIP	— UNKNOWN	Eden Prairie, MN, 55366
Group	GRP-1818	GRP-1818
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×1TPA ×12 records

Evidence detail

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

▶#1MBR-000998Rachel Harrison0.83

Matched against PRV-23319, 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

PRVPRV-23319Rachel Harrison1956-09-25Scored 1.00
TPATPA-55086Rachel Harrison1956-09-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c7502881d4
Escalated CLM-411519, top score 0.83, candidates MBR-000998

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 HarrisonMBR-000998, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411519 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-61938
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036865
Opened: 2026-10-19 19:54:36
Top score: 0.83