Steward case

CASE-001662

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

OpenCheckpointckpt-run-mvjj6udb-30394workflow paused, state held

Side-by-side comparison

Incoming CLM-407982 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407982incoming	#1MBR-008589Sara Watson 0.832 rec. Best evidence: NameDate of birth
Name	Sara Watson	Sara Watson
Date of birth	1981-05-08	1981-05-08
Member ID	— null	UHC-93859-39
SSN	— •••-••--	•••-••-4251
Phone	— N/A	3004916214
Email	— NULL	sara.watson15@hotmail.com
Address	3410 Elm St 3410 Elm Street	—
City / state / ZIP	Las Vegas, NV, 89124	—
Group	GRP-5250	GRP-5250
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-008589Sara Watson0.83

Matched against CLM-407983, 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-407983Sara Watson1981-05-08Rule 0.97
ENRENR-110541Sara Watson1981-05-08Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5570c792e143
Escalated CLM-407982, top score 0.83, candidates MBR-008589

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 Sara WatsonMBR-008589, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-407982 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-30394
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022977
Opened: 2026-10-22 12:43:43
Top score: 0.83