Steward case

CASE-001787

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

OpenCheckpointckpt-run-mvjj6udb-19068workflow paused, state held

Side-by-side comparison

Incoming CLM-411450 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411450incoming	#1MBR-006803Olivia Coleman 0.832 rec. Best evidence: NameDate of birth
Name	Olivia I Coleman Olivia I. Coleman	Olivia I Coleman
Date of birth	1967-06-19 19670619	1966-06-19
Member ID	— N/A	UHC-80313-12
SSN	— •••-••-N/A	•••-••-2249
Phone	— null	9616464997
Email	— -	olivia.coleman@proton.me
Address	—	1107 Oak St
City / state / ZIP	— N/A, NULL, null	San Antonio, TX, 78250
Group	GRP-7052	GRP-7052
Plan	— null	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-006803Olivia Coleman0.83

Matched against TPA-55041, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-55041Olivia Cooleman1967-06-19Rule 0.96
ENRENR-115065Olivia Coleman1966-06-19Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5570fa2bdf43
Escalated CLM-411450, top score 0.83, candidates MBR-006803

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 Olivia ColemanMBR-006803, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411450 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-19068
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015776
Opened: 2026-10-22 12:43:43
Top score: 0.83