Steward case

CASE-001044

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

OpenCheckpointckpt-run-mvjj6udb-55113workflow paused, state held

Side-by-side comparison

Incoming CLM-417814 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417814incoming	#1MBR-017724Karen Bishop 0.833 rec. Best evidence: NameDate of birth
Name	Karen Bishop Bishop, Karen	Karen H Bishop
Date of birth	1939-10-24	1939-10-24
Member ID	—	UHC-65250-19
SSN	—	•••-••-9207
Phone	— UNKNOWN	5755403363
Email	— N/A	karen.bishop@gmail.com
Address	—	1677 Lincoln Way
City / state / ZIP	— null, N/A	Atlanta, GA, 30360
Group	— N/A	GRP-6079
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-017724Karen Bishop0.83

Matched against CLM-417815, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-123425Karen BishopRule 0.96
CLMCLM-417815Karn Bishop1939-10-24Rule 0.99
CLMCLM-417816Karen Bisop1939-10-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a01f9e693c
Escalated CLM-417814, top score 0.83, candidates MBR-017724

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 Karen BishopMBR-017724, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-417814 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-55113
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034423
Opened: 2026-10-22 12:43:43
Top score: 0.83