Steward case

CASE-001100

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

OpenCheckpointckpt-run-mvjj6udb-11786workflow paused, state held

Side-by-side comparison

Incoming ENR-121850 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-121850incoming	#1MBR-003737Beverly Simmons 0.831 rec. Best evidence: NameDate of birth
Name	Beverly Z Simmons Simmons, Beverly Z	Beverly Simmons
Date of birth	1941-08-28	1941-08-28
Member ID	UHC-14430-68	—
SSN	•••-••-6027	—
Phone	4813293283 481.329.3283	—
Email	— NULL	—
Address	3203 Spring St 3203 SPRING STREET	—
City / state / ZIP	Austin, TX, 78706	—
Group	GRP-1029	—
Plan	CHOICE-PLUS-PPO	—
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-003737Beverly Simmons0.83

Matched against CLM-416633, 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-416633Beverly Simmons1941-08-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550b6d03d6c3
Escalated ENR-121850, top score 0.83, candidates MBR-003737

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 Beverly SimmonsMBR-003737, score 0.83, 1 recordLinkConfirm as a distinct identityENR-121850 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-11786
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010352
Opened: 2026-10-22 12:43:43
Top score: 0.83