Steward case

CASE-000489

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

OpenCheckpointckpt-run-mvfoap9e-70427workflow paused, state held

Side-by-side comparison

Incoming CLM-411089 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411089incoming	#1MBR-014035Lori Hawkins 0.833 rec. Best evidence: NameDate of birth
Name	Lori Hawkins	Lori Z Hawkins
Date of birth	1990-02-28 19900228	1990-02-28
Member ID	— -	UHC-55156-14
SSN	—	•••-••-4827
Phone	—	4402943107
Email	— N/A	—
Address	— UNKNOWN	590 Meadow Ln
City / state / ZIP	— NULL, UNKNOWN	Tempe, AZ, 85211
Group	GRP-7455	GRP-7455
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×33 records

Evidence detail

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

▶#1MBR-014035Lori Hawkins0.83

Matched against CLM-411088, 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-411088Lori Hawkins1990-02-28Rule 0.99
CLMCLM-411090Lori Hawkins1990-02-28Scored 1.00
CLMCLM-411087Lori Hawkins1990-02-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3965b87a379c
Escalated CLM-411089, top score 0.83, candidates MBR-014035

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 Lori HawkinsMBR-014035, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-411089 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-70427
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039658
Opened: 2026-10-19 19:54:36
Top score: 0.83