Steward case

CASE-002547

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

OpenCheckpointckpt-run-mvjj6udb-45431workflow paused, state held

Side-by-side comparison

Incoming CLM-421276 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421276incoming	#1MBR-011031Janet Brown 0.834 rec. Best evidence: NameDate of birth
Name	Janet E Brown	Janet E Brown
Date of birth	1939-08-23	1939-08-23
Member ID	— N/A	UHC-78003-20
SSN	— •••-••--	—
Phone	—	6197299720
Email	—	janet.brown44@icloud.com
Address	— null	1614 Washington St
City / state / ZIP	— null, N/A	Dallas, TX, 75288
Group	GRP-5902	GRP-5902
Plan	—	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×34 records

Evidence detail

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

▶#1MBR-011031Janet Brown0.83

Matched against ENR-127900, 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-127900Janet Brown1939-08-23Scored 1.00
CLMCLM-421274Janet Brown1939-08-23Scored 1.00
CLMCLM-421273Janet Brown1939-08-23Scored 1.00
CLMCLM-421275Janet Brown1939-08-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55dcf84ca378
Escalated CLM-421276, top score 0.83, candidates MBR-011031

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 Janet BrownMBR-011031, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-421276 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-45431
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030500
Opened: 2026-10-22 12:43:43
Top score: 0.83