Steward case

CASE-001229

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

OpenCheckpointckpt-run-mvfoap9e-54109workflow paused, state held

Side-by-side comparison

Incoming CLM-415792 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415792incoming	#1MBR-005916Michelle Schultz 0.834 rec. Best evidence: NameDate of birth
Name	Michelle Schultz	Michelle X Schultz
Date of birth	1971-05-14	1971-05-14
Member ID	— -	UHC-74086-57
SSN	— •••-••-null	•••-••-6608
Phone	— N/A	7453151463
Email	— -	michelle.schultz@icloud.com
Address	— N/A	4881 Lincoln Way
City / state / ZIP	— N/A, UNKNOWN, NULL	Scottsdale, AZ, 85245
Group	GRP-5103	GRP-5103
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×1TPA ×14 records

Evidence detail

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

▶#1MBR-005916Michelle Schultz0.83

Matched against CLM-415791, 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-415791Michelle Schultz1971-05-14Rule 0.99
ENRENR-120797Michelle Schultz1971-05-14Rule 0.99
CLMCLM-415793Michelle Schultz1971-05-14Rule 0.99
TPATPA-56923Michelle Schultz1970-05-14Scored 0.89

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393b93972018
Escalated CLM-415792, top score 0.83, candidates MBR-005916

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 Michelle SchultzMBR-005916, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-415792 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-54109
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034034
Opened: 2026-10-19 19:54:36
Top score: 0.83