Steward case

CASE-002395

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

OpenCheckpointckpt-run-mvfoap9e-34639workflow paused, state held

Side-by-side comparison

Incoming CLM-410691 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410691incoming	#1MBR-028351Lori Webb 0.833 rec. Best evidence: NameDate of birth
Name	Lori N Webb	Lori N Webb
Date of birth	1990-07-01 07/01/90	1990-07-01
Member ID	—	UHC-69037-61
SSN	— •••-••-UNKNOWN	•••-••-7908
Phone	— N/A	3503276683
Email	— UNKNOWN	lori.webb57@gmail.com
Address	— null	2854 Maple Ave
City / state / ZIP	— null, -	Miami, FL, 33172
Group	— -	GRP-9907
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×13 records

Evidence detail

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

▶#1MBR-028351Lori Webb0.83

Matched against TPA-54689, 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-410692Lori Webb1991-07-01Rule 0.96
TPATPA-54689Lori Webb1990-07-01Rule 0.99
ENRENR-114026Lori Webb1990-07-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39147ebaabef
Escalated CLM-410691, top score 0.83, candidates MBR-028351

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 Lori WebbMBR-028351, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-410691 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-34639
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025312
Opened: 2026-10-19 19:54:36
Top score: 0.83