Steward case

CASE-001233

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

OpenCheckpointckpt-run-mvjj6udb-55675workflow paused, state held

Side-by-side comparison

Incoming CLM-409228 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409228incoming	#1MBR-028991Katherine Freeman 0.832 rec. Best evidence: NameDate of birth
Name	Katherine Freeman	Katherine Freeman
Date of birth	1940-11-27	1940-11-27
Member ID	— UNKNOWN	UHC-20986-58
SSN	— •••-••-null	•••-••-7819
Phone	— -	5117575054
Email	—	katherine.freeman56@outlook.com
Address	— -	1688 Elm St
City / state / ZIP	— -	Atlanta, GA, 30337
Group	GRP-6301	GRP-6301
Plan	— UNKNOWN	OPTIONS-PPO
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-028991Katherine Freeman0.83

Matched against CLM-409227, 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-409227Katherine Freeman1940-11-27Rule 0.99
ENRENR-112159Katherine Freeman1940-11-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559db27fc695
Escalated CLM-409228, top score 0.83, candidates MBR-028991

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 Katherine FreemanMBR-028991, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409228 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-55675
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034642
Opened: 2026-10-22 12:43:43
Top score: 0.83