Steward case

CASE-002434

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

OpenCheckpointckpt-run-mvjj6udb-35475workflow paused, state held

Side-by-side comparison

Incoming CLM-405929 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405929incoming	#1MBR-024184Julie Peters 0.832 rec. Best evidence: NameDate of birth
Name	Julie Peters	Julie Peters
Date of birth	1990-03-15	1991-03-15
Member ID	— -	UHC-18844-54
SSN	—	•••-••-9687
Phone	—	9288657775
Email	— NULL	—
Address	— NULL	7872 Camelback Rd
City / state / ZIP	— N/A, UNKNOWN, UNKNOWN	San Antonio, TX
Group	—	GRP-6493
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-024184Julie Peters0.83

Matched against CLM-405928, 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-405928Julie Peters1990-03-15Scored 0.85
ENRENR-107799Julie Peters1991-03-15Scored 0.85

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fedf641c3d
Escalated CLM-405929, top score 0.83, candidates MBR-024184

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 Julie PetersMBR-024184, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405929 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-35475
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025760
Opened: 2026-10-22 12:43:43
Top score: 0.83