Steward case

CASE-001372

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

OpenCheckpointckpt-run-mvjj6udb-79629workflow paused, state held

Side-by-side comparison

Incoming CLM-408631 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408631incoming	#1MBR-039699Julia Powell 0.831 rec. Best evidence: NameDate of birth
Name	Julia Powell	Julia Powell
Date of birth	1982-02-15	1982-02-15
Member ID	UHC-20456-59	—
SSN	— •••-••-NULL	—
Phone	— UNKNOWN	5453123644
Email	— N/A	—
Address	—	7906 Apache Blvd
City / state / ZIP	— NULL	Sacramento, CA, 95864
Group	GRP-6492	—
Plan	—	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-039699Julia Powell0.83

Matched against PRV-22558, 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

PRVPRV-22558Julia Powell1982-02-15Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f7ca5b03e5
Escalated CLM-408631, top score 0.83, candidates MBR-039699

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 PowellMBR-039699, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-408631 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-79629
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042188
Opened: 2026-10-22 12:43:43
Top score: 0.83