Steward case

CASE-000597

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

OpenCheckpointckpt-run-mvfoap9e-67214workflow paused, state held

Side-by-side comparison

Incoming CLM-430266 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430266incoming	#1MBR-014216Anna Knight 0.835 rec. Best evidence: NameDate of birth
Name	Anna K Knight ANNA K. KNIGHT	Anna K Knight
Date of birth	1952-02-05 2/5/1952	1952-02-05
Member ID	—	UHC-17139-80
SSN	— •••-••-NULL	•••-••-4035
Phone	— null	4494658264
Email	— -	anna.knight19@aol.com
Address	—	523 Valley View Dr
City / state / ZIP	— null, -	Sacramento, CA, 95866
Group	— -	GRP-9750
Plan	—	SELECT-EPO
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-014216Anna Knight0.83

Matched against CLM-430270, 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-430270Anna Knight1952-02-05Rule 0.99
CLMCLM-430269Anna Knight1952-02-05Rule 0.99
CLMCLM-430268Anna Knight1952-02-05Rule 0.99
ENRENR-139726Anna Knight1952-02-05Rule 0.99
CLMCLM-430267Anna Knight1952-02-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c2536f1358
Escalated CLM-430266, top score 0.83, candidates MBR-014216

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 Anna KnightMBR-014216, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-430266 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-67214
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038670
Opened: 2026-10-19 19:54:36
Top score: 0.83