Steward case

CASE-000469

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

OpenCheckpointckpt-run-mvfoap9e-1456workflow paused, state held

Side-by-side comparison

Incoming CLM-424769 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424769incoming	#1MBR-028387Sophia Cole 0.831 rec. Best evidence: NameDate of birth
Name	Sophia Cole Cole, Sophia	Sophia I Cole
Date of birth	1979-10-03 19791003	1979-10-03
Member ID	—	—
SSN	—	•••-••-5653
Phone	— NULL	5545466776
Email	— null	—
Address	5607 Ridge Rd Apt 7 5607 RIDGE ROAD Apt 7	—
City / state / ZIP	Austin, TX, 78711	—
Group	GRP-9389	—
Plan	CORE-HMO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-028387Sophia Cole0.83

Matched against CLM-424770, 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-424770Sophia Cole1979-10-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e68d706c8c
Escalated CLM-424769, top score 0.83, candidates MBR-028387

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 Sophia ColeMBR-028387, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-424769 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-1456
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001400
Opened: 2026-10-19 19:54:36
Top score: 0.83