Steward case

CASE-001605

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

OpenCheckpointckpt-run-mvfoap9e-92085workflow paused, state held

Side-by-side comparison

Incoming CLM-418640 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418640incoming	#1MBR-005956Natalie Hoffman 0.831 rec. Best evidence: NameDate of birth	#2MBR-009080Natalie Hoffman 0.833 rec. Best evidence: NameDate of birth
Name	Natalie Hoffman	Natalie O Hoffman	Natalie O Hoffman
Date of birth	1973-05-14	1973-05-14	1973-05-14
Member ID	—	—	UHC-91848-90
SSN	— •••-••--	—	•••-••-4702
Phone	— -	—	8585642442
Email	— -	—	natalie.hoffman72@outlook.com
Address	— NULL	—	4436 Highland Ave
City / state / ZIP	— null, NULL, NULL	—	Mesa, AZ, 85217
Group	— UNKNOWN	—	GRP-4643
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×11 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-005956Natalie Hoffman0.83

Matched against CLM-418639, 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-418639Natalie Hoffman1973-05-14Single record 1.00

▶#2MBR-009080Natalie Hoffman0.83

Matched against CLM-418637, 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-418637Natalie Hoffman1973-05-14Rule 0.96
ENRENR-124521Natalie HoffmanRule 0.96
CLMCLM-418638Natalie HoffmanRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ee9d7971c6
Escalated CLM-418640, top score 0.83, candidates MBR-005956, MBR-009080

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 Natalie HoffmanMBR-005956, score 0.83, 1 recordLinkLink to Natalie HoffmanMBR-009080, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-418640 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-92085
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045188
Opened: 2026-10-19 19:54:36
Top score: 0.83