Steward case

CASE-001808

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

OpenCheckpointckpt-run-mvjj6udb-68714workflow paused, state held

Side-by-side comparison

Incoming CLM-423352 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423352incoming	#1MBR-024068Martha Elliott 0.833 rec. Best evidence: NameDate of birth
Name	Martha Elliott	Martha Z Elliott
Date of birth	1939-10-21 Oct 21, 1939	1939-10-21
Member ID	—	UHC-66010-71
SSN	— •••-••-NULL	•••-••-0827
Phone	—	4415732947
Email	— null	—
Address	—	2668 Ridge Rd
City / state / ZIP	— NULL, UNKNOWN	Orlando, FL, 32809
Group	GRP-3873	GRP-3873
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-024068Martha Elliott0.83

Matched against ENR-130533, 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-130533Martha Elliott1939-10-21Rule 0.99
ENRENR-130532Martha Ellyott1939-10-21Rule 0.99
CLMCLM-423351Martha Elliott1939-10-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5503b0bb7bf2
Escalated CLM-423352, top score 0.83, candidates MBR-024068

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 Martha ElliottMBR-024068, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-423352 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-68714
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039124
Opened: 2026-10-22 12:43:43
Top score: 0.83