Steward case

CASE-000746

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

OpenCheckpointckpt-run-mvfoap9e-3591workflow paused, state held

Side-by-side comparison

Incoming CLM-408494 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408494incoming	#1MBR-031641Donna Allen 0.833 rec. Best evidence: NameDate of birth
Name	Donna Allen	Donna N Allen
Date of birth	1979-06-17	1978-06-17
Member ID	— -	UHC-09329-72
SSN	— •••-••-NULL	•••-••-0676
Phone	— NULL	8384274365
Email	—	—
Address	8751 Bayshore Dr # 900 8751 Bayshore Drive #900	8751 Bayshore Dr
City / state / ZIP	Charlotte, NC, 28299	Charlotte, NC, 28299
Group	—	GRP-3584
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-031641Donna Allen0.83

Matched against CLM-408493, 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-408493Donna Allen1979-06-17Rule 0.96
ENRENR-111206Donna Allen1978-06-17Rule 0.96
CLMCLM-408492Donna AllenRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393645adcdd1
Escalated CLM-408494, top score 0.83, candidates MBR-031641

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 Donna AllenMBR-031641, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-408494 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-3591
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003390
Opened: 2026-10-19 19:54:36
Top score: 0.83