Steward case

CASE-002398

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

OpenCheckpointckpt-run-mvfoap9e-86761workflow paused, state held

Side-by-side comparison

Incoming CLM-427137 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427137incoming	#1MBR-014430Judith Jenkins 0.833 rec. Best evidence: NameDate of birth
Name	Judith A Jenkins Judith A. Jenkins	Judith A Jenkins
Date of birth	1971-08-10 08/10/1971	1971-08-10
Member ID	— N/A	UHC-83319-71
SSN	— •••-••-null	•••-••-9141
Phone	— -	8803860100
Email	— N/A	—
Address	— -	253 Highland Ave
City / state / ZIP	— UNKNOWN, UNKNOWN, NULL	Phoenix, AZ, 85035
Group	—	GRP-9520
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-014430Judith Jenkins0.83

Matched against TPA-61991, 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-61991Judith Jenkins1971-08-10Scored 1.00
ENRENR-135587Judith Jenkins1971-08-10Scored 1.00
CLMCLM-427138Judith Jenkins1971-08-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397b35c0be0e
Escalated CLM-427137, top score 0.83, candidates MBR-014430

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 Judith JenkinsMBR-014430, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-427137 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-86761
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043950
Opened: 2026-10-19 19:54:36
Top score: 0.83