Steward case

CASE-000685

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

OpenCheckpointckpt-run-mvfoap9e-18940workflow paused, state held

Side-by-side comparison

Incoming CLM-432821 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432821incoming	#1MBR-024245Margaret Patel 0.834 rec. Best evidence: NameDate of birth
Name	Margaret Z Patel	Margaret Z Patel
Date of birth	1991-06-28	1991-06-28
Member ID	—	UHC-64158-82
SSN	— •••-••-NULL	•••-••-0328
Phone	— NULL	2595516968
Email	—	margaret.patel73@proton.me
Address	— N/A	6042 Hillcrest Rd
City / state / ZIP	— NULL, UNKNOWN	Austin, TX, 78791
Group	GRP-2105	GRP-2105
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×1TPA ×14 records

Evidence detail

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

▶#1MBR-024245Margaret Patel0.83

Matched against CLM-432822, 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-432822Margaret Patel1991-06-28Rule 0.99
ENRENR-143094Peggy Patel1991-06-28Scored 1.00
CLMCLM-432823Maggie Patel1991-06-28Scored 1.00
TPATPA-64471Margaret Patel1991-06-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396c8ba6b2d7
Escalated CLM-432821, top score 0.83, candidates MBR-024245

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 Margaret PatelMBR-024245, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-432821 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-18940
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015679
Opened: 2026-10-19 19:54:36
Top score: 0.83