Steward case

CASE-001594

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

OpenCheckpointckpt-run-mvfoap9e-90955workflow paused, state held

Side-by-side comparison

Incoming CLM-426547 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426547incoming	#1MBR-031522Doris McDonald 0.833 rec. Best evidence: NameDate of birth
Name	Doris McDonald	Doris Q McDonald
Date of birth	1956-04-19	1956-04-19
Member ID	—	UHC-03403-62
SSN	— •••-••--	•••-••-1812
Phone	— UNKNOWN	5986255578
Email	— -	doris.mcdonald@outlook.com
Address	— -	1930 Willow Ct
City / state / ZIP	— NULL	Seattle, WA, 98109
Group	— NULL	GRP-0413
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-031522Doris McDonald0.83

Matched against CLM-426546, 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

CLMCLM-426546Doris McDonald1956-04-19Rule 0.99
CLMCLM-426545Doris McDonald1956-04-19Rule 0.99
ENRENR-134823Doris McDonald1956-04-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399338ba68c6
Escalated CLM-426547, top score 0.83, candidates MBR-031522

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 Doris McDonaldMBR-031522, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-426547 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-90955
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044932
Opened: 2026-10-19 19:54:36
Top score: 0.83