Steward case

CASE-000576

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

OpenCheckpointckpt-run-mvjj6udb-53884workflow paused, state held

Side-by-side comparison

Incoming CLM-401022 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401022incoming	#1MBR-036814Margaret Powell 0.831 rec. Best evidence: NameDate of birth
Name	Margaret Powell	Margaret V Powell
Date of birth	1987-06-01 06/01/87	1987-06-01
Member ID	— NULL	UHC-01977-73
SSN	—	•••-••-2368
Phone	— -	8466587077
Email	— NULL	—
Address	— null	8250 Lincoln Way
City / state / ZIP	— null	Gilbert, AZ, 85285
Group	— NULL	GRP-5448
Plan	NAVIGATE-HMO	NAVIGATE-HMO
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-036814Margaret Powell0.83

Matched against ENR-101335, 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-101335Margaret Powell1987-06-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c25d01abc9
Escalated CLM-401022, top score 0.83, candidates MBR-036814

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 Margaret PowellMBR-036814, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401022 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-mvjj6udb-53884
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033948
Opened: 2026-10-22 12:43:43
Top score: 0.83