Steward case

CASE-000441

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

OpenCheckpointckpt-run-mvfoap9e-11485workflow paused, state held

Side-by-side comparison

Incoming CLM-412245 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412245incoming	#1MBR-007791Victoria Ross 0.835 rec. Best evidence: NameDate of birth
Name	Victoria Ross	Victoria O Ross
Date of birth	1978-06-16	1978-06-16
Member ID	—	UHC-40023-82
SSN	— •••-••-UNKNOWN	•••-••-9640
Phone	—	3806805912
Email	— null	—
Address	—	8429 Camelback Rd
City / state / ZIP	— N/A, UNKNOWN	Dallas, TX, 75251
Group	— NULL	GRP-5900
Plan	— N/A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×4ENR ×15 records

Evidence detail

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

▶#1MBR-007791Victoria Ross0.83

Matched against CLM-412243, 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

CLMCLM-412243Victoria Ross1978-06-16Scored 1.00
CLMCLM-412244Victora Ross1978-06-16Scored 1.00
CLMCLM-412241Victoria Ross1978-06-16Scored 1.00
ENRENR-116124Vicky Ross1978-06-16Scored 1.00
CLMCLM-412242Victoria Ross1978-06-16Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3953552b3b21
Escalated CLM-412245, top score 0.83, candidates MBR-007791

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 Victoria RossMBR-007791, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-412245 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-11485
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010110
Opened: 2026-10-19 19:54:36
Top score: 0.83