Steward case

CASE-001289

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

OpenCheckpointckpt-run-mvjj6udb-70411workflow paused, state held

Side-by-side comparison

Incoming CLM-402728 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402728incoming	#1MBR-004518Ana Coleman 0.833 rec. Best evidence: NameDate of birth
Name	Ana Coleman	Ana I Coleman
Date of birth	1941-03-12	1941-03-12
Member ID	— null	UHC-92968-09
SSN	— •••-••-null	•••-••-4646
Phone	—	8195461150
Email	ana.coleman@hotmail.com	—
Address	— N/A	4247 Grand Ave
City / state / ZIP	— -, NULL	Los Angeles, CA, 90003
Group	GRP-1622	GRP-1622
Plan	MEDICARE-ADV-A	CORE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-004518Ana Coleman0.83

Matched against CLM-402727, 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-402727Ana Coleman1941-03-12Scored 1.00
ENRENR-103515Ana Coleman1941-03-12Scored 1.00
CLMCLM-402729Ana Coleman1941-03-12Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ea4bda3649
Escalated CLM-402728, top score 0.83, candidates MBR-004518

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 ColemanMBR-004518, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-402728 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-70411
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039650
Opened: 2026-10-22 12:43:43
Top score: 0.83