Steward case

CASE-000741

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

OpenCheckpointckpt-run-mvfoap9e-22800workflow paused, state held

Side-by-side comparison

Incoming CLM-405329 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405329incoming	#1MBR-006912Rachel Wong 0.832 rec. Best evidence: NameDate of birth
Name	Rachel Wong	Rachel H Wong
Date of birth	1946-03-22	1946-03-22
Member ID	UHC-05179-60	—
SSN	— •••-••-NULL	•••-••-0800
Phone	—	8184020223
Email	— -	—
Address	—	9625 Ocean Ave
City / state / ZIP	— null, UNKNOWN, null	Denver, CO, 80232
Group	GRP-1310	GRP-1310
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-006912Rachel Wong0.83

Matched against CLM-405330, 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-405330Rachel Wong1946-03-22Rule 0.97
CLMCLM-405331Rachel Wong1946-03-22Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395cda703504
Escalated CLM-405329, top score 0.83, candidates MBR-006912

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 Rachel WongMBR-006912, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405329 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-22800
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018308
Opened: 2026-10-19 19:54:36
Top score: 0.83