Steward case

CASE-001438

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

OpenCheckpointckpt-run-mvjj6udb-21573workflow paused, state held

Side-by-side comparison

Incoming CLM-418306 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418306incoming	#1MBR-018477Janet Sullivan 0.834 rec. Best evidence: NameDate of birth
Name	Janet Sullivan	Janet F Sullivan
Date of birth	1962-02-20	1962-02-20
Member ID	— -	UHC-73270-99
SSN	—	•••-••-5862
Phone	— N/A	5166403891
Email	—	janet.sullivan22@aol.com
Address	—	2326 Lincoln Way
City / state / ZIP	— UNKNOWN, N/A, -	Denver, CO, 80219
Group	GRP-1781	GRP-1781
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×2CLM ×1ENR ×14 records

Evidence detail

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

▶#1MBR-018477Janet Sullivan0.83

Matched against TPA-58070, 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

TPATPA-58070Janet Sullivan1962-02-20Rule 0.99
CLMCLM-418305Janet Sullivan1962-02-20Rule 0.99
ENRENR-124078Janet Sullivan1962-02-20Rule 0.99
TPATPA-58069Sullivan Janet1962-02-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555cb34298cf
Escalated CLM-418306, top score 0.83, candidates MBR-018477

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 Janet SullivanMBR-018477, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-418306 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-21573
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017496
Opened: 2026-10-22 12:43:43
Top score: 0.83