Steward case

CASE-000935

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

OpenCheckpointckpt-run-mvjj6udb-18094workflow paused, state held

Side-by-side comparison

Incoming CLM-414313 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414313incoming	#1MBR-003058Carolyn Harrison 0.835 rec. Best evidence: NameDate of birth
Name	Carolyn Harrison	Carolyn Harrison
Date of birth	1998-09-18 19980918	1998-09-18
Member ID	— N/A	UHC-59431-11
SSN	— •••-••-UNKNOWN	•••-••-5621
Phone	—	5663688369
Email	— UNKNOWN	carolyn.harrison3@outlook.com
Address	— null	3144 Indian School Rd
City / state / ZIP	— -	Eden Prairie, MN, 55318
Group	GRP-4080	GRP-4080
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	CLM ×3ENR ×25 records

Evidence detail

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

▶#1MBR-003058Carolyn Harrison0.83

Matched against CLM-414316, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-414316Caroln Harrison1998-09-18Scored 1.00
ENRENR-118839Carolyn Harrison1998-09-18Scored 1.00
ENRENR-118838Carolyn Harrison1998-09-18Scored 1.00
CLMCLM-414314Carolyn Harrison1998-09-18Rule 0.99
CLMCLM-414315Carolyn Harrison1998-09-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555d36b38fab
Escalated CLM-414313, top score 0.83, candidates MBR-003058

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 Carolyn HarrisonMBR-003058, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-414313 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-18094
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015105
Opened: 2026-10-22 12:43:43
Top score: 0.83