Steward case

CASE-002118

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

OpenCheckpointckpt-run-mvjj6udb-76405workflow paused, state held

Side-by-side comparison

Incoming CLM-428504 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428504incoming	#1MBR-008539Julie Stephens 0.831 rec. Best evidence: NameDate of birth
Name	Julie Stephens	Julie Stephens
Date of birth	1955-03-26	1955-03-26
Member ID	— null	UHC-55281-28
SSN	—	—
Phone	— NULL	6747149796
Email	— UNKNOWN	—
Address	—	7634 Washington St
City / state / ZIP	—	Atlanta, GA, 30391
Group	GRP-3926	—
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-008539Julie Stephens0.83

Matched against PRV-28366, 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

PRVPRV-28366Julie Stephens1955-03-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b34c93e298
Escalated CLM-428504, top score 0.83, candidates MBR-008539

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 Julie StephensMBR-008539, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-428504 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-76405
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041363
Opened: 2026-10-22 12:43:43
Top score: 0.83