Steward case

CASE-000893

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

OpenCheckpointckpt-run-mvjj6udb-15392workflow paused, state held

Side-by-side comparison

Incoming CLM-423870 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423870incoming	#1MBR-018242Mariana Peterson 0.834 rec. Best evidence: NameDate of birth
Name	Mariana Peterson	Mariana Peterson
Date of birth	1998-12-07	1998-12-07
Member ID	—	UHC-91604-29
SSN	— •••-••--	•••-••-7206
Phone	—	7706362001
Email	— N/A	mariana.peterson72@hotmail.com
Address	— N/A	9813 Union St
City / state / ZIP	— N/A	Jacksonville, FL, 32205
Group	— N/A	GRP-9145
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×2CLM ×24 records

Evidence detail

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

▶#1MBR-018242Mariana Peterson0.83

Matched against ENR-131225, 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

ENRENR-131225Mariana Peterson1998-12-07Scored 1.00
CLMCLM-423869Mariana Peterson1998-12-07Scored 1.00
CLMCLM-423868Mariana Peterson1998-12-07Scored 1.00
ENRENR-131224Mariana Peterson1998-12-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5530d9b5b135
Escalated CLM-423870, top score 0.83, candidates MBR-018242

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 Mariana PetersonMBR-018242, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-423870 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-15392
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013131
Opened: 2026-10-22 12:43:43
Top score: 0.83