Steward case

CASE-000823

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

OpenCheckpointckpt-run-mvjj6udb-2823workflow paused, state held

Side-by-side comparison

Incoming CLM-419770 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419770incoming	#1MBR-019991Hannah Schultz 0.833 rec. Best evidence: NameDate of birth
Name	Hannah Schultz	Hannah U Schultz
Date of birth	1980-07-03	1980-07-03
Member ID	— -	UHC-07964-17
SSN	— •••-••-N/A	•••-••-3906
Phone	— NULL	9624747147
Email	— UNKNOWN	hannah.schultz@hotmail.com
Address	— null	8354 Mountain View Dr
City / state / ZIP	— null, UNKNOWN	Scottsdale, AZ, 85298
Group	GRP-2256	GRP-2256
Plan	— null	OPTIONS-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-019991Hannah Schultz0.83

Matched against CLM-419771, 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-419771Hannah Schultz1980-07-03Rule 0.97
CLMCLM-419772Hannah Schultz1981-07-03Rule 0.96
ENRENR-126034Hannah Schultz1980-07-03Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550ca5cbeac9
Escalated CLM-419770, top score 0.83, candidates MBR-019991

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 Hannah SchultzMBR-019991, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-419770 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-2823
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002686
Opened: 2026-10-22 12:43:43
Top score: 0.83