Steward case

CASE-002185

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

OpenCheckpointckpt-run-mvfoap9e-82439workflow paused, state held

Side-by-side comparison

Incoming CLM-406721 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406721incoming	#1MBR-028058Kathleen Bailey 0.833 rec. Best evidence: NameDate of birth
Name	Kathleen T Bailey	Kathleen T Bailey
Date of birth	1983-04-15 Apr 15, 1983	1983-04-15
Member ID	—	UHC-81568-33
SSN	— •••-••-NULL	•••-••-1185
Phone	— null	9575049058
Email	—	kathleen.bailey25@icloud.com
Address	— UNKNOWN	6841 Park Pl
City / state / ZIP	— NULL, -, UNKNOWN	Eden Prairie, MN, 55334
Group	GRP-8192	GRP-8192
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-028058Kathleen Bailey0.83

Matched against CLM-406723, 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-406723Kathleen Bailey1983-04-15Rule 0.99
ENRENR-108763Kathleen Bailey1983-04-15Rule 0.99
CLMCLM-406722Kathleen Bailay1983-04-15Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d9b333c900
Escalated CLM-406721, top score 0.83, candidates MBR-028058

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 Kathleen BaileyMBR-028058, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-406721 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-82439
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042927
Opened: 2026-10-19 19:54:36
Top score: 0.83