Steward case

CASE-001574

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

OpenCheckpointckpt-run-mvjj6udb-92125workflow paused, state held

Side-by-side comparison

Incoming PRV-24474 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-24474incoming	#1MBR-029071Lisa Carpenter 0.832 rec. Best evidence: NameDate of birth
Name	Lisa Carpenter Carpenter, Lisa	Lisa D Carpenter
Date of birth	1948-11-22	1948-11-22
Member ID	—	UHC-24202-38
SSN	•••-••-4436	—
Phone	— null	7058177669
Email	— null	lisa.carpenter@aol.com
Address	6990 Pine Dr	6059 Baseline Rd
City / state / ZIP	Tucson, AZ, 85725	Tampa, FL, 33660
Group	— null	GRP-8808
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	PRV1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-029071Lisa Carpenter0.83

Matched against CLM-415190, 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-120014Lisa Carpenter1948-11-22Rule 0.99
CLMCLM-415190Lisa Carpenter1948-11-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559d07e24749
Escalated PRV-24474, top score 0.83, candidates MBR-029071

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 Lisa CarpenterMBR-029071, score 0.83, 2 recordsLinkConfirm as a distinct identityPRV-24474 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-92125
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045202
Opened: 2026-10-22 12:43:43
Top score: 0.83