Steward case

CASE-000993

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

OpenCheckpointckpt-run-mvjj6udb-53873workflow paused, state held

Side-by-side comparison

Incoming CLM-423005 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423005incoming	#1MBR-003416Julia Schmidt 0.832 rec. Best evidence: NameDate of birth
Name	Julia Schmidt	Julia E Schmidt
Date of birth	1983-02-09	1983-02-09
Member ID	— N/A	UHC-72599-06
SSN	— •••-••-null	•••-••-0978
Phone	— NULL	8256988057
Email	— -	julia.schmidt21@icloud.com
Address	— N/A	3498 Valley View Dr
City / state / ZIP	— NULL, UNKNOWN	Charlotte, NC, 28276
Group	GRP-9750	GRP-9750
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-003416Julia Schmidt0.83

Matched against ENR-130110, 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-130110Julia Schmidt1983-02-09Scored 0.93
CLMCLM-423004Julia Schmidt1983-02-09Scored 0.93

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55165d5f99bd
Escalated CLM-423005, top score 0.83, candidates MBR-003416

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 Julia SchmidtMBR-003416, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-423005 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-53873
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033943
Opened: 2026-10-22 12:43:43
Top score: 0.83