Steward case

CASE-001685

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

OpenCheckpointckpt-run-mvfoap9e-86433workflow paused, state held

Side-by-side comparison

Incoming CLM-412458 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412458incoming	#1MBR-018024Cynthia Dunn 0.833 rec. Best evidence: NameDate of birth
Name	Cynthia X Dunn	Cynthia X Dunn
Date of birth	1973-06-23 6/23/1973	1973-06-23
Member ID	—	UHC-08495-02
SSN	—	•••-••-2215
Phone	— null	7412417191
Email	—	—
Address	— UNKNOWN	5109 River Rd
City / state / ZIP	— , null, NULL	Nashville, TN, 37230
Group	— UNKNOWN	GRP-9886
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×1PRV ×13 records

Evidence detail

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

▶#1MBR-018024Cynthia Dunn0.83

Matched against ENR-116397, 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-116397Cynthia Dunn1973-06-23Scored 0.94
CLMCLM-412457Cynthia Dunn1973-06-23Rule 0.97
PRVPRV-23607Cynthia Dunn1973-06-23Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3993f6f16614
Escalated CLM-412458, top score 0.83, candidates MBR-018024

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 Cynthia DunnMBR-018024, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-412458 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-86433
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043871
Opened: 2026-10-19 19:54:36
Top score: 0.83