Steward case

CASE-001686

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

OpenCheckpointckpt-run-mvfoap9e-38997workflow paused, state held

Side-by-side comparison

Incoming CLM-422286 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422286incoming	#1MBR-044868Dorothy Kennedy 0.831 rec. Best evidence: NameDate of birth
Name	Dorothy P Knnedy	Dorothy P Kennedy
Date of birth	2007-11-23 20071123	2007-11-23
Member ID	—	UHC-82927-77
SSN	— •••-••-NULL	•••-••-7738
Phone	8514585428	—
Email	— -	dorothy.kennedy99@yahoo.com
Address	—	5085 Willow Ct
City / state / ZIP	—	Phoenix, AZ, 85042
Group	GRP-3820	GRP-3820
Plan	SELECT-EPO	SELECT-EPO
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-044868Dorothy Kennedy0.83

Matched against ENR-129211, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-129211Dorothy Kennedy2007-11-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397e75c2b93a
Escalated CLM-422286, top score 0.83, candidates MBR-044868

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 Dorothy KennedyMBR-044868, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-422286 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-38997
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027514
Opened: 2026-10-19 19:54:36
Top score: 0.83