Steward case

CASE-001350

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

OpenCheckpointckpt-run-mvjj6udb-5162workflow paused, state held

Side-by-side comparison

Incoming CLM-431635 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431635incoming	#1MBR-030357Andrea Green 0.832 rec. Best evidence: NameDate of birth
Name	Andrea Grean	Andrea Green
Date of birth	1957-10-02	1957-10-02
Member ID	— UNKNOWN	UHC-43761-45
SSN	— •••-••-UNKNOWN	•••-••-7887
Phone	— N/A	7708663024
Email	—	andrea.green42@outlook.com
Address	— UNKNOWN	7925 Baseline Rd
City / state / ZIP	— UNKNOWN, -	Tempe, AZ, 85210
Group	GRP-6888	GRP-6888
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-030357Andrea Green0.83

Matched against CLM-431634, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-431634Andrea Green1957-10-02Rule 0.99
ENRENR-141537Andrea Green1957-10-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557baac5a66b
Escalated CLM-431635, top score 0.83, candidates MBR-030357

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 Andrea GreenMBR-030357, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-431635 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-5162
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004806
Opened: 2026-10-22 12:43:43
Top score: 0.83