Steward case

CASE-001672

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

OpenCheckpointckpt-run-mvjj6udb-28141workflow paused, state held

Side-by-side comparison

Incoming CLM-411657 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411657incoming	#1MBR-010161Pamela Jnes 0.831 rec. Best evidence: NameDate of birth
Name	Pamela Jones Jones, Pamela	Pamela Jnes
Date of birth	1949-04-26	1949-04-26
Member ID	— null	UHC-36903-79
SSN	— •••-••-NULL	•••-••-7007
Phone	—	2436357004
Email	— -	pamela.jones@outlook.com
Address	— N/A	7441 Oak St
City / state / ZIP	— null	Orlando, FL, 32829
Group	GRP-1874	GRP-1874
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
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-010161Pamela Jnes0.83

Matched against ENR-115346, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-115346Pamela Jnes1949-04-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a3ed1753ba
Escalated CLM-411657, top score 0.83, candidates MBR-010161

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 Pamela JnesMBR-010161, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-411657 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-28141
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021672
Opened: 2026-10-22 12:43:43
Top score: 0.83