Steward case

CASE-002141

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

OpenCheckpointckpt-run-mvjj6udb-41024workflow paused, state held

Side-by-side comparison

Incoming CLM-412465 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412465incoming	#1MBR-026053Angela Kennedy 0.832 rec. Best evidence: NameDate of birth
Name	Angela E Kennedy Angela E. Kennedy	Angela E Kennedy
Date of birth	1978-03-17	1978-03-17
Member ID	—	UHC-27371-43
SSN	—	•••-••-0402
Phone	—	6667745792
Email	angela.kennedy72@hotmail.com	—
Address	—	7826 Elm St
City / state / ZIP	— N/A, -	Austin, TX, 78725
Group	GRP-2430	GRP-2430
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-026053Angela Kennedy0.83

Matched against ENR-116409, 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-116409Angela Kennedy1978-03-17Rule 0.99
PRVPRV-23610Angela Kennedy1978-03-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f23808951b
Escalated CLM-412465, top score 0.83, candidates MBR-026053

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 Angela KennedyMBR-026053, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-412465 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-41024
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028490
Opened: 2026-10-22 12:43:43
Top score: 0.83