Steward case

CASE-000632

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

OpenCheckpointckpt-run-mvjj6udb-21251workflow paused, state held

Side-by-side comparison

Incoming CLM-400455 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400455incoming	#1MBR-024627Nicole Chen 0.833 rec. Best evidence: NameDate of birth
Name	Nicole Chen	Nicole Chen
Date of birth	1978-03-01 3/1/1978	1978-03-01
Member ID	— null	UHC-32643-30
SSN	—	•••-••-3380
Phone	—	9148064077
Email	—	—
Address	—	4532 Apache Blvd
City / state / ZIP	—	Tempe, AZ, 85240
Group	— null	GRP-8121
Plan	— N/A	MEDICARE-ADV-B
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-024627Nicole Chen0.83

Matched against CLM-400456, 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-400456Nicole Chen1978-03-01Scored 1.00
CLMCLM-400454Nicole Chen1978-03-01Scored 1.00
ENRENR-100621Nicole Chen1978-03-01Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553f3d2f4285
Escalated CLM-400455, top score 0.83, candidates MBR-024627

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 Nicole ChenMBR-024627, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-400455 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-21251
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017278
Opened: 2026-10-22 12:43:43
Top score: 0.83