Steward case

CASE-002157

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

OpenCheckpointckpt-run-mvfoap9e-94578workflow paused, state held

Side-by-side comparison

Incoming CLM-404249 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404249incoming	#1MBR-035412Joan Robertson 0.832 rec. Best evidence: NameDate of birth
Name	Joan Robertson	Joan Robertson
Date of birth	1957-11-28	1957-11-28
Member ID	— null	UHC-80182-89
SSN	—	•••-••-0109
Phone	— NULL	—
Email	—	—
Address	8274 Jefferson Ave	8274 Jefferson Ave
City / state / ZIP	Los Angeles, CA, 90023	Los Angeles, CA, 90023
Group	GRP-0649	GRP-0649
Plan	— NULL	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-035412Joan Robertson0.83

Matched against CLM-404250, 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-105580Joan RobertsonRule 0.96
CLMCLM-404250Joan Robertson1957-11-28Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395395bfcec3
Escalated CLM-404249, top score 0.83, candidates MBR-035412

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 Joan RobertsonMBR-035412, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-404249 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-94578
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045722
Opened: 2026-10-19 19:54:36
Top score: 0.83