Steward case

CASE-001626

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

OpenCheckpointckpt-run-mvjj6udb-52038workflow paused, state held

Side-by-side comparison

Incoming CLM-427163 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427163incoming	#1MBR-006026Nancy Crawford 0.831 rec. Best evidence: NameDate of birth
Name	Nancy Crawford	Nancy O Crawford
Date of birth	1970-09-05	1970-09-05
Member ID	— -	UHC-21740-69
SSN	—	•••-••-7354
Phone	— -	—
Email	nancy.crawford@outlook.com	—
Address	— null	5602 Elm St
City / state / ZIP	— null, -	Charlotte, NC, 28237
Group	— -	GRP-4293
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-006026Nancy Crawford0.83

Matched against ENR-135620, 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-135620Nancy Crawford1970-09-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553215889366
Escalated CLM-427163, top score 0.83, candidates MBR-006026

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 CrawfordMBR-006026, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-427163 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-52038
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033224
Opened: 2026-10-22 12:43:43
Top score: 0.83