Steward case

CASE-002313

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

OpenCheckpointckpt-run-mvjj6udb-77453workflow paused, state held

Side-by-side comparison

Incoming CLM-427153 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427153incoming	#1MBR-009894Heather Austin 0.833 rec. Best evidence: NameDate of birth
Name	Heather Austin	Heather M Austin
Date of birth	1994-10-27 10/27/1994	1994-10-27
Member ID	—	UHC-79946-28
SSN	— •••-••-null	•••-••-7922
Phone	—	2465374210
Email	— null	heather.austin@outlook.com
Address	— null	4774 Harbor Blvd
City / state / ZIP	— UNKNOWN	Gilbert, AZ, 85244
Group	GRP-1430	GRP-1430
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×2TPA ×13 records

Evidence detail

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

▶#1MBR-009894Heather Austin0.83

Matched against ENR-135604, 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-135604Heather Austin1994-10-27Rule 0.99
ENRENR-135605Heather Austin1994-10-27Rule 0.99
TPATPA-61995Heather Austin1994-10-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ed7eaf7821
Escalated CLM-427153, top score 0.83, candidates MBR-009894

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 Heather AustinMBR-009894, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-427153 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-77453
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041647
Opened: 2026-10-22 12:43:43
Top score: 0.83