Steward case

CASE-001031

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

OpenCheckpointckpt-run-mvjj6udb-49586workflow paused, state held

Side-by-side comparison

Incoming CLM-430921 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430921incoming	#1MBR-020613Betty Perez 0.832 rec. Best evidence: NameDate of birth
Name	Betty X Perez Perez, Betty X.	Betty Perez
Date of birth	1997-03-07 03/07/97	1997-03-07
Member ID	— -	UHC-12785-63
SSN	— •••-••-NULL	•••-••-9272
Phone	—	—
Email	— N/A	betty.perez14@outlook.com
Address	— NULL	136 Mesa Dr
City / state / ZIP	— UNKNOWN, null	Minneapolis, MN, 55470
Group	GRP-6166	GRP-6166
Plan	NAVIGATE-HMO	NAVIGATE-HMO
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-020613Betty Perez0.83

Matched against ENR-140617, 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-140617Betty Perez1997-03-07Rule 0.99
CLMCLM-430922Betty Perez1997-03-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55178bb8e82b
Escalated CLM-430921, top score 0.83, candidates MBR-020613

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 Betty PerezMBR-020613, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-430921 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-49586
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032272
Opened: 2026-10-22 12:43:43
Top score: 0.83