Steward case

CASE-001865

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

OpenCheckpointckpt-run-mvjj6udb-39301workflow paused, state held

Side-by-side comparison

Incoming CLM-417481 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417481incoming	#1MBR-007094Diana Bell 0.832 rec. Best evidence: NameDate of birth
Name	Diana Bell	Diana U Bell
Date of birth	1962-10-11	1962-10-11
Member ID	— -	UHC-78952-19
SSN	•••-••-9936	—
Phone	—	7726012308
Email	— UNKNOWN	diana.bell91@outlook.com
Address	— NULL	3912 Mountain View Dr # 185
City / state / ZIP	— NULL, null	Phoenix, AZ, 85032
Group	GRP-7679	GRP-7679
Plan	— NULL	SELECT-EPO
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-007094Diana Bell0.83

Matched against CLM-417480, 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-417480Diana Bell1962-10-11Rule 0.99
ENRENR-123022Diana Bell1962-10-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552d34d5e980
Escalated CLM-417481, top score 0.83, candidates MBR-007094

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 Diana BellMBR-007094, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-417481 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-39301
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027665
Opened: 2026-10-22 12:43:43
Top score: 0.83