Steward case

CASE-001272

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

OpenCheckpointckpt-run-mvfoap9e-72544workflow paused, state held

Side-by-side comparison

Incoming CLM-415684 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415684incoming	#1MBR-011789Sophia Lee 0.833 rec. Best evidence: NameDate of birth
Name	Sophia Lee	Sophia Lee
Date of birth	2003-03-11 Mar 11, 2003	2003-03-11
Member ID	UHC-28248-10	—
SSN	—	•••-••-2609
Phone	— N/A	5425709844
Email	—	—
Address	— UNKNOWN	528 Ocean Ave
City / state / ZIP	— -, -, UNKNOWN	Gilbert, AZ, 85227
Group	GRP-5546	GRP-5546
Plan	MEDICARE-ADV-B	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2PRV ×13 records

Evidence detail

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

▶#1MBR-011789Sophia Lee0.83

Matched against CLM-415683, 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-415683Sophia Lee2003-03-11Scored 1.00
PRVPRV-24636Sophia Lee2003-03-11Scored 1.00
CLMCLM-415685Sophia Lee2003-03-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d9e1cbacde
Escalated CLM-415684, top score 0.83, candidates MBR-011789

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 Sophia LeeMBR-011789, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-415684 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-72544
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040275
Opened: 2026-10-19 19:54:36
Top score: 0.83