Steward case

CASE-002453

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

OpenCheckpointckpt-run-mvjj6udb-75565workflow paused, state held

Side-by-side comparison

Incoming CLM-413077 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413077incoming	#1MBR-010637Cheryl Ray 0.832 rec. Best evidence: NameDate of birth
Name	Cheryl K Ray Cheryl K. Ray	Cheryl K Ray
Date of birth	1946-11-05	1946-11-05
Member ID	— UNKNOWN	UHC-15687-67
SSN	—	•••-••-7710
Phone	— UNKNOWN	7877635985
Email	— null	cheryl.ray78@aol.com
Address	—	2287 Elm St
City / state / ZIP	— NULL	San Antonio, TX
Group	GRP-3415	GRP-3415
Plan	— null	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-010637Cheryl Ray0.83

Matched against ENR-117171, 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-117171Cheryl Ray1946-11-05Rule 0.99
CLMCLM-413078Cheryl Ray1946-11-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551642a34dc6
Escalated CLM-413077, top score 0.83, candidates MBR-010637

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 Cheryl RayMBR-010637, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-413077 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-75565
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041127
Opened: 2026-10-22 12:43:43
Top score: 0.83