Steward case

CASE-001476

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

OpenCheckpointckpt-run-mvjj6udb-34228workflow paused, state held

Side-by-side comparison

Incoming CLM-418148 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418148incoming	#1MBR-027580Nancy Larson 0.832 rec. Best evidence: NameDate of birth
Name	Nancy Larson	Nancy Larson
Date of birth	1977-02-14 14-02-1977	1977-02-14
Member ID	— N/A	UHC-35561-06
SSN	—	•••-••-2937
Phone	— null	9628209125
Email	— NULL	—
Address	—	4282 Park Pl
City / state / ZIP	— null, -	Nashville, TN, 37292
Group	— UNKNOWN	GRP-5243
Plan	— -	CORE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-027580Nancy Larson0.83

Matched against ENR-123854, 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

ENRENR-123854Nancy Larson1977-02-14Scored 1.00
TPATPA-58017Nancy Larson1977-02-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55441231112e
Escalated CLM-418148, top score 0.83, candidates MBR-027580

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 Nancy LarsonMBR-027580, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418148 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-34228
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025092
Opened: 2026-10-22 12:43:43
Top score: 0.83