Steward case

CASE-001045

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

OpenCheckpointckpt-run-mvjj6udb-9437workflow paused, state held

Side-by-side comparison

Incoming CLM-429147 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429147incoming	#1MBR-015130Nancy Morles 0.832 rec. Best evidence: NameDate of birth
Name	Nancy Morales	Nancy W Morles
Date of birth	1945-10-03	1945-10-03
Member ID	—	UHC-29743-13
SSN	— •••-••-null	•••-••-1938
Phone	— -	6607485132
Email	—	—
Address	— N/A	2130 Forest Ave
City / state / ZIP	— NULL, -, null	Mesa, AZ, 85239
Group	GRP-4105	GRP-4105
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-015130Nancy Morles0.83

Matched against CLM-429146, 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

CLMCLM-429146Nancy Morales1945-10-03Scored 0.99
ENRENR-138213Nancy Morles1945-10-03Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5522191e2c5f
Escalated CLM-429147, top score 0.83, candidates MBR-015130

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 Nancy MorlesMBR-015130, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-429147 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-9437
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-008447
Opened: 2026-10-22 12:43:43
Top score: 0.83