Steward case

CASE-002192

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

OpenCheckpointckpt-run-mvfoap9e-10331workflow paused, state held

Side-by-side comparison

Incoming CLM-416969 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416969incoming	#1MBR-014695Sara Burton 0.832 rec. Best evidence: NameDate of birth
Name	Sara C Burton	Sara C Burton
Date of birth	1941-10-24	1941-10-24
Member ID	— N/A	UHC-23295-30
SSN	— •••-••-UNKNOWN	•••-••-0380
Phone	—	4926145177
Email	— N/A	—
Address	9018 Bayshore Dr	9018 Bayshore Dr
City / state / ZIP	Gilbert, AZ, 85285	Gilbert, AZ, 85285
Group	GRP-9996	GRP-9996
Plan	— N/A	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-014695Sara Burton0.83

Matched against TPA-57485, 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

TPATPA-57485Sara Burton1941-10-24Scored 1.00
ENRENR-122321Sara BurtonScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e89b6f9c2e
Escalated CLM-416969, top score 0.83, candidates MBR-014695

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 Sara BurtonMBR-014695, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-416969 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-10331
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009157
Opened: 2026-10-19 19:54:36
Top score: 0.83