Steward case

CASE-002381

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

OpenCheckpointckpt-run-mvfoap9e-71330workflow paused, state held

Side-by-side comparison

Incoming CLM-426216 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426216incoming	#1MBR-010257Nancy Peters 0.834 rec. Best evidence: NameDate of birth
Name	Nancy Peters	Nancy Peters
Date of birth	1996-11-07	1996-11-07
Member ID	— N/A	UHC-86599-46
SSN	— •••-••-null	•••-••-4860
Phone	— N/A	9705776626
Email	— UNKNOWN	nancy.peters@hotmail.com
Address	—	8113 Harbor Blvd
City / state / ZIP	— N/A, N/A, UNKNOWN	Chandler, AZ, 85237
Group	GRP-1573	GRP-1573
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-010257Nancy Peters0.83

Matched against CLM-426214, 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-426214Nancy Peters1996-11-07Scored 1.00
ENRENR-134348Nancy Peters1996-11-07Rule 0.99
CLMCLM-426213Nancy Peters1996-11-07Scored 1.00
CLMCLM-426215Nancy Peters1996-11-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39384f025430
Escalated CLM-426216, top score 0.83, candidates MBR-010257

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 Nancy PetersMBR-010257, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-426216 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-71330
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039924
Opened: 2026-10-19 19:54:36
Top score: 0.83