Steward case

CASE-000867

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

OpenCheckpointckpt-run-mvfoap9e-55793workflow paused, state held

Side-by-side comparison

Incoming CLM-410860 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410860incoming	#1MBR-004512Susan Burke 0.835 rec. Best evidence: NameDate of birth
Name	Susan Burke	Susan Burke
Date of birth	1985-02-25	1985-02-25
Member ID	—	UHC-70463-11
SSN	— •••-••-UNKNOWN	•••-••-2208
Phone	— NULL	2824228292
Email	—	susan.burke@aol.com
Address	— -	4081 Oak St
City / state / ZIP	— UNKNOWN , UNKNOWN, N/A	Mesa, AZ, 85266
Group	GRP-7184	GRP-7184
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×4ENR ×15 records

Evidence detail

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

▶#1MBR-004512Susan Burke0.83

Matched against CLM-410856, 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-410856Susan Burke1985-02-25Rule 0.99
CLMCLM-410857Susan Burke1985-02-25Rule 0.99
ENRENR-114239Susan Burke1985-02-25Rule 0.99
CLMCLM-410859Susan Burke1985-02-25Rule 0.99
CLMCLM-410858Susan Burke1985-02-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397a43bd402b
Escalated CLM-410860, top score 0.83, candidates MBR-004512

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 Susan BurkeMBR-004512, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-410860 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-55793
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034676
Opened: 2026-10-19 19:54:36
Top score: 0.83