Steward case

CASE-002503

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

OpenCheckpointckpt-run-mvjj6udb-34506workflow paused, state held

Side-by-side comparison

Incoming CLM-416058 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416058incoming	#1MBR-044748Grace Burns 0.831 rec. Best evidence: NameDate of birth
Name	Grcae Burns	Grace Burns
Date of birth	1977-04-13	1977-04-13
Member ID	— UNKNOWN	UHC-16324-01
SSN	— •••-••-NULL	•••-••-8919
Phone	— 6253769	9536253769
Email	— N/A	grace.burns@icloud.com
Address	—	6686 Mountain View Dr
City / state / ZIP	— N/A, UNKNOWN	Seattle, WA, 98190
Group	GRP-7066	GRP-7066
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-044748Grace Burns0.83

Matched against ENR-121130, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-121130Grace Burns1977-04-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558c3068b890
Escalated CLM-416058, top score 0.83, candidates MBR-044748

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 Grace BurnsMBR-044748, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-416058 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-34506
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025242
Opened: 2026-10-22 12:43:43
Top score: 0.83