Steward case

CASE-001268

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

OpenCheckpointckpt-run-mvfoap9e-73278workflow paused, state held

Side-by-side comparison

Incoming CLM-408359 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408359incoming	#1MBR-008460Ana Allen 0.836 rec. Best evidence: NameDate of birth
Name	Ana Allen	Ana Q Allen
Date of birth	1938-05-27 5/27/1938	1938-05-27
Member ID	— N/A	UHC-40301-04
SSN	— •••-••-N/A	•••-••-3922
Phone	— N/A	9216508923
Email	—	ana.allen83@yahoo.com
Address	— NULL	94 Spring St
City / state / ZIP	— null	Miami, FL, 33168
Group	— -	GRP-6468
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×3CLM ×2PRV ×16 records

Evidence detail

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

▶#1MBR-008460Ana Allen0.83

Matched against ENR-111027, 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

ENRENR-111027Ana Allen1938-05-27Rule 0.99
ENRENR-111028Ana Allen1938-05-27Rule 0.99
ENRENR-111026Ana Allen1938-05-27Rule 0.99
CLMCLM-408360Ana Allen1938-05-27Rule 0.99
CLMCLM-408361Ana Allen1938-05-27Rule 0.99
PRVPRV-22468Ana Allen1938-05-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f4bea269ef
Escalated CLM-408359, top score 0.83, candidates MBR-008460

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 Ana AllenMBR-008460, score 0.83, 6 recordsLinkConfirm as a distinct identityCLM-408359 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-73278
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040508
Opened: 2026-10-19 19:54:36
Top score: 0.83