Steward case

CASE-000716

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

OpenCheckpointckpt-run-mvjj6udb-66728workflow paused, state held

Side-by-side comparison

Incoming CLM-407715 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407715incoming	#1MBR-019067Amy Elliott 0.833 rec. Best evidence: NameDate of birth
Name	Amy Elliott	Amy O Elliott
Date of birth	1950-07-18	1950-07-18
Member ID	— NULL	UHC-43246-58
SSN	— •••-••-NULL	•••-••-7331
Phone	—	4656105196
Email	— UNKNOWN	—
Address	— -	7041 Elm St
City / state / ZIP	— -	Phoenix, AZ, 85070
Group	— -	GRP-1944
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	PRV ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-019067Amy Elliott0.83

Matched against PRV-22286, 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

PRVPRV-22286Amy Elliott1950-07-18Scored 1.00
ENRENR-110127Amy Elliott1950-07-18Rule 0.99
CLMCLM-407714Amy Elliott1950-07-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5590bd6b631d
Escalated CLM-407715, top score 0.83, candidates MBR-019067

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 Amy ElliottMBR-019067, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-407715 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-66728
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038493
Opened: 2026-10-22 12:43:43
Top score: 0.83