Steward case

CASE-001860

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

OpenCheckpointckpt-run-mvfoap9e-28130workflow paused, state held

Side-by-side comparison

Incoming CLM-409355 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409355incoming	#1MBR-016590Danielle Anderson 0.833 rec. Best evidence: NameDate of birth
Name	Danielle I Andersno Andersno, Danielle I.	Danielle Anderson
Date of birth	1985-08-09	1985-08-09
Member ID	—	UHC-89689-39
SSN	—	•••-••-9812
Phone	— null	4277272430
Email	—	danielle.anderson@gmail.com
Address	—	8155 Church St
City / state / ZIP	— UNKNOWN, , UNKNOWN	Charlotte, NC, 28284
Group	— N/A	GRP-4173
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×23 records

Evidence detail

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

▶#1MBR-016590Danielle Anderson0.83

Matched against ENR-112314, 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

ENRENR-112314Danielle Anderson1985-08-09Scored 1.00
PRVPRV-22742Danielle AndersonScored 1.00
PRVPRV-22743Danielle Anderson1985-08-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394bcdf2164d
Escalated CLM-409355, top score 0.83, candidates MBR-016590

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 Danielle AndersonMBR-016590, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-409355 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-28130
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021666
Opened: 2026-10-19 19:54:36
Top score: 0.83