Steward case

CASE-001335

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

OpenCheckpointckpt-run-mvfoap9e-31048workflow paused, state held

Side-by-side comparison

Incoming CLM-425016 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425016incoming	#1MBR-012385Julia Wright 0.834 rec. Best evidence: NameDate of birth
Name	Juliia Wright	Julia V Wright
Date of birth	1994-05-15	1994-05-15
Member ID	—	UHC-22171-70
SSN	•••-••-9089	—
Phone	—	6068452677
Email	— UNKNOWN	—
Address	—	5217 Main St
City / state / ZIP	— null	Dallas, TX, 75241
Group	GRP-3133	GRP-3133
Plan	—	CORE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×1PRV ×14 records

Evidence detail

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

▶#1MBR-012385Julia Wright0.83

Matched against TPA-61024, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-425017Julia Wright1995-05-15Rule 0.96
TPATPA-61024Julia Wright1994-05-15Scored 1.00
ENRENR-132697Julia Wright1994-05-15Scored 1.00
PRVPRV-27344Julia Wright1994-05-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f6ac3b2a27
Escalated CLM-425016, top score 0.83, candidates MBR-012385

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 Julia WrightMBR-012385, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-425016 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-31048
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023335
Opened: 2026-10-19 19:54:36
Top score: 0.83