Steward case

CASE-001106

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

OpenCheckpointckpt-run-mvfoap9e-36784workflow paused, state held

Side-by-side comparison

Incoming ENR-133551 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-133551incoming	#1MBR-046509Nancy Welch 0.831 rec. Best evidence: NameDate of birth	#2MBR-046510Nancy Welch 0.831 rec. Best evidence: NameDate of birth
Name	Nancy I Welch	Nancy Welch	Nancy Welch
Date of birth	1954-03-08	1954-03-08	1954-03-08
Member ID	UHC-74613-35	—	—
SSN	•••-••-6827	—	—
Phone	6589867965 (658) 986-7965	—	—
Email	nancy.welch@hotmail.com	—	—
Address	5971 Union St 5971 Union Street	—	—
City / state / ZIP	Dallas, TX, 75216	—	—
Group	GRP-2228	—	—
Plan	OPTIONS-PPO	—	—
Sources, records	ENR1 record	CLM ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-046509Nancy Welch0.83

Matched against CLM-425643, 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-425643Nancy Welch1954-03-08Single record 1.00

▶#2MBR-046510Nancy Welch0.83

Matched against CLM-425644, 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-425644Nancy Welch1954-03-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398e6c884708
Escalated ENR-133551, top score 0.83, candidates MBR-046509, MBR-046510

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 WelchMBR-046509, score 0.83, 1 recordLinkLink to Nancy WelchMBR-046510, score 0.83, 1 recordLinkConfirm as a distinct identityENR-133551 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-mvfoap9e-36784
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026427
Opened: 2026-10-19 19:54:36
Top score: 0.83