Steward case

CASE-001311

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

OpenCheckpointckpt-run-mvjj6udb-16240workflow paused, state held

Side-by-side comparison

Incoming CLM-410300 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410300incoming	#1MBR-028612Joan Brown 0.832 rec. Best evidence: NameDate of birth
Name	Joan C Brown JOAN C. BROWN	Joan C Brown
Date of birth	2002-09-03	2002-09-03
Member ID	—	UHC-09520-95
SSN	—	•••-••-7366
Phone	— -	4536977100
Email	—	joan.brown21@icloud.com
Address	— N/A	4391 Maple Ave
City / state / ZIP	— UNKNOWN	Tampa, FL
Group	GRP-6645	GRP-6645
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-028612Joan Brown0.83

Matched against ENR-113565, 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-113565Joan Brown2002-09-03Rule 0.99
TPATPA-54503Joan Brown2002-09-03Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55455747b098
Escalated CLM-410300, top score 0.83, candidates MBR-028612

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 Joan BrownMBR-028612, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410300 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-16240
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013745
Opened: 2026-10-22 12:43:43
Top score: 0.83