Steward case

CASE-000404

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

OpenCheckpointckpt-run-mvfoap9e-72636workflow paused, state held

Side-by-side comparison

Incoming CLM-414771 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414771incoming	#1MBR-001193Nicole Rogers 0.832 rec. Best evidence: NameDate of birth
Name	Nicole Rogers	Nicole D Rogers
Date of birth	1957-02-15	1957-02-15
Member ID	— NULL	UHC-41707-94
SSN	— •••-••--	•••-••-6653
Phone	— NULL	7595246379
Email	— N/A	nicole.rogers71@icloud.com
Address	3399 Sunset Blvd 3399 Sunset Boulevard	7579 Mountain View Dr
City / state / ZIP	Jacksonville, FL, 32220	Plano, TX, 75005
Group	GRP-7927	GRP-7927
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-001193Nicole Rogers0.83

Matched against PRV-24329, 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-24329Nicole Rogers1957-02-15Rule 0.99
ENRENR-119431Nicole Rogers1957-02-15Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d42defbdc6
Escalated CLM-414771, top score 0.83, candidates MBR-001193

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 Nicole RogersMBR-001193, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414771 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-72636
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040308
Opened: 2026-10-19 19:54:36
Top score: 0.83