Steward case

CASE-000623

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

OpenCheckpointckpt-run-mvfoap9e-18646workflow paused, state held

Side-by-side comparison

Incoming CLM-404546 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404546incoming	#1MBR-024058Katherine Wang 0.833 rec. Best evidence: NameDate of birth
Name	Katherine Wang	Katherine Q Wang
Date of birth	1986-01-14	1986-01-14
Member ID	— NULL	UHC-68477-97
SSN	—	•••-••-9384
Phone	—	3719856284
Email	— NULL	katherine.wang14@hotmail.com
Address	— UNKNOWN	7805 Harbor Blvd
City / state / ZIP	— N/A, UNKNOWN	Gilbert, AZ, 85217
Group	— N/A	GRP-8036
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-024058Katherine Wang0.83

Matched against CLM-404544, 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-404544Katherine Wang1986-01-14Rule 0.99
CLMCLM-404545Ktaherine Wang1986-01-14Scored 0.92
ENRENR-105991Katherine Wang1986-01-14Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396e23294264
Escalated CLM-404546, top score 0.83, candidates MBR-024058

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 Katherine WangMBR-024058, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-404546 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-18646
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015486
Opened: 2026-10-19 19:54:36
Top score: 0.83