Steward case

CASE-000656

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

OpenCheckpointckpt-run-mvjj6udb-52189workflow paused, state held

Side-by-side comparison

Incoming CLM-429956 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429956incoming	#1MBR-009089Ann Davis 0.831 rec. Best evidence: NameDate of birth
Name	Ann Davis	Ann V Davis
Date of birth	1963-11-05	1963-11-05
Member ID	—	UHC-52157-17
SSN	— •••-••-NULL	•••-••-9555
Phone	7726542740 772.654.2740	—
Email	—	ann.davis56@proton.me
Address	— null	1149 Apache Blvd
City / state / ZIP	— NULL	Houston, TX, 77067
Group	GRP-5256	GRP-5256
Plan	OPTIONS-PPO	OPTIONS-PPO
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-009089Ann Davis0.83

Matched against ENR-139265, 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-139265Ann Davis1963-11-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555d1a89d369
Escalated CLM-429956, top score 0.83, candidates MBR-009089

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 Ann DavisMBR-009089, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429956 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-52189
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033281
Opened: 2026-10-22 12:43:43
Top score: 0.83