Steward case

CASE-000429

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

OpenCheckpointckpt-run-mvfoap9e-70101workflow paused, state held

Side-by-side comparison

Incoming CLM-427223 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427223incoming	#1MBR-007145Teresa Sims 0.834 rec. Best evidence: NameDate of birth
Name	Teresa V Sims	Teresa V Sims
Date of birth	1981-01-25	1981-01-25
Member ID	— UNKNOWN	UHC-68801-10
SSN	— •••-••-UNKNOWN	•••-••-7662
Phone	— 7185091	3847185091
Email	— UNKNOWN	teresa.sims@outlook.com
Address	— -	9302 Meadow Ln
City / state / ZIP	— N/A, null	Houston, TX, 77045
Group	—	GRP-7517
Plan	— N/A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×2PRV ×1CLM ×14 records

Evidence detail

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

▶#1MBR-007145Teresa Sims0.83

Matched against ENR-135701, 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

ENRENR-135701Teresa Sims1981-01-25Scored 1.00
PRVPRV-27997Teresa Sism1981-01-25Scored 0.99
ENRENR-135700Teresa Sims1981-01-25Rule 0.99
CLMCLM-427222Teresa Sims1981-01-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399b0e24aacc
Escalated CLM-427223, top score 0.83, candidates MBR-007145

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 Teresa SimsMBR-007145, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-427223 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-70101
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039552
Opened: 2026-10-19 19:54:36
Top score: 0.83