Steward case

CASE-001742

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

OpenCheckpointckpt-run-mvfoap9e-30501workflow paused, state held

Side-by-side comparison

Incoming CLM-401199 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401199incoming	#1MBR-006594Kate Fiels 0.832 rec. Best evidence: NameDate of birth
Name	Katherine Fields	Kate Fiels
Date of birth	1960-04-02	1960-04-02
Member ID	— NULL	UHC-27585-35
SSN	— •••-••-N/A	•••-••-2815
Phone	8537793302 (853) 779-3302	8537793302
Email	— N/A	katherine.fields@hotmail.com
Address	— N/A	7998 Spring St
City / state / ZIP	— NULL, null	Mesa, AZ, 85205
Group	— N/A	GRP-0267
Plan	—	CORE-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-006594Kate Fiels0.83

Matched against CLM-401200, 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-401200Katherine Fields1960-04-02Rule 0.96
ENRENR-101543Kate FielsRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ade232215c
Escalated CLM-401199, top score 0.83, candidates MBR-006594

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 Kate FielsMBR-006594, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-401199 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-30501
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023038
Opened: 2026-10-19 19:54:36
Top score: 0.83