Steward case

CASE-000673

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

OpenCheckpointckpt-run-mvjj6udb-17954workflow paused, state held

Side-by-side comparison

Incoming CLM-427063 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427063incoming	#1MBR-028467Angela Ellis 0.834 rec. Best evidence: NameDate of birth
Name	Angela Ellis	Angela M Ellis
Date of birth	1999-03-03 Mar 3, 1999	1999-03-03
Member ID	— N/A	UHC-22805-77
SSN	—	•••-••-2227
Phone	— N/A	4063992692
Email	—	angela.ellis70@icloud.com
Address	—	9680 Hillcrest Rd
City / state / ZIP	— UNKNOWN	Phoenix, AZ, 85054
Group	GRP-1039	GRP-1039
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×2TPA ×14 records

Evidence detail

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

▶#1MBR-028467Angela Ellis0.83

Matched against CLM-427062, 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-427062Angela Ellis1999-03-03Scored 1.00
ENRENR-135497Angela Ellis1999-03-03Rule 0.99
ENRENR-135498Angela Ellis1999-03-03Scored 1.00
TPATPA-61948Angela Ellis1999-03-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556a4ba38e0d
Escalated CLM-427063, top score 0.83, candidates MBR-028467

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 Angela EllisMBR-028467, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-427063 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-17954
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014997
Opened: 2026-10-22 12:43:43
Top score: 0.83