Steward case

CASE-002222

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

OpenCheckpointckpt-run-mvfoap9e-75075workflow paused, state held

Side-by-side comparison

Incoming CLM-405527 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405527incoming	#1MBR-009332Denise Dunn 0.835 rec. Best evidence: NameDate of birth
Name	Denise Dunn	Denise Dunn
Date of birth	1954-05-11	1954-05-11
Member ID	— UNKNOWN	UHC-66614-26
SSN	—	•••-••-4301
Phone	— NULL	3797197048
Email	—	denise.dunn@gmail.com
Address	— -	5263 Sunset Blvd
City / state / ZIP	— null	Tempe, AZ, 85239
Group	GRP-4923	GRP-4923
Plan	— UNKNOWN	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1PRV ×1CLM ×35 records

Evidence detail

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

▶#1MBR-009332Denise Dunn0.83

Matched against PRV-21599, 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-52431Denise Dunn1945-05-11Scored 1.00
PRVPRV-21599Denise Dunn1954-05-11Scored 0.94
CLMCLM-405528Denise Dunn1954-05-11Scored 1.00
CLMCLM-405530Denise DunnScored 1.00
CLMCLM-405529Denise DunnScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39992a5b39a9
Escalated CLM-405527, top score 0.83, candidates MBR-009332

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 Denise DunnMBR-009332, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-405527 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-75075
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041005
Opened: 2026-10-19 19:54:36
Top score: 0.83