Steward case

CASE-000433

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

OpenCheckpointckpt-run-mvfoap9e-7360workflow paused, state held

Side-by-side comparison

Incoming CLM-408081 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408081incoming	#1MBR-042788Marilyn Lane 0.831 rec. Best evidence: NameDate of birth
Name	Marilyn Lane	Marilyn K Lane
Date of birth	1991-07-26	1991-07-26
Member ID	— NULL	UHC-43044-27
SSN	— •••-••--	—
Phone	— null	7837341021
Email	—	marilyn.lane@outlook.com
Address	— null	9311 Desert Sky Blvd # 444
City / state / ZIP	— N/A, null, NULL	Seattle, WA, 98175
Group	GRP-8361	GRP-8361
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-042788Marilyn Lane0.83

Matched against ENR-110643, 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-110643Marilyn Lane1991-07-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3943cb5f23a9
Escalated CLM-408081, top score 0.83, candidates MBR-042788

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 Marilyn LaneMBR-042788, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-408081 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-7360
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006699
Opened: 2026-10-19 19:54:36
Top score: 0.83