Steward case

CASE-001389

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

OpenCheckpointckpt-run-mvfoap9e-20951workflow paused, state held

Side-by-side comparison

Incoming CLM-420305 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420305incoming	#1MBR-004973Sandra Jackson 0.833 rec. Best evidence: NameDate of birth
Name	Sandra P Jackson	Sandra P Jackson
Date of birth	1964-01-25	1964-01-25
Member ID	—	UHC-78773-38
SSN	— •••-••-null	•••-••-7785
Phone	— null	6288326945
Email	— NULL	sandra.jackson@outlook.com
Address	— -	2200 Hillcrest Rd
City / state / ZIP	— UNKNOWN, UNKNOWN	Denver, CO, 80269
Group	GRP-5599	GRP-5599
Plan	—	SELECT-EPO
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-004973Sandra Jackson0.83

Matched against ENR-126696, 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

ENRENR-126696Sanda Jackson1964-01-25Rule 0.99
ENRENR-126695Sandra Jackson1964-01-25Rule 0.99
CLMCLM-420306Sandra Jacskon1964-01-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b5b26bca90
Escalated CLM-420305, top score 0.83, candidates MBR-004973

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 Sandra JacksonMBR-004973, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-420305 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-20951
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017070
Opened: 2026-10-19 19:54:36
Top score: 0.83