Steward case

CASE-002566

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

OpenCheckpointckpt-run-mvfoap9e-12908workflow paused, state held

Side-by-side comparison

Incoming CLM-431381 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431381incoming	#1MBR-021060Carolyn Payne 0.833 rec. Best evidence: NameDate of birth
Name	Carolyn Payne	Carolyn Payne
Date of birth	1978-06-09	1978-06-09
Member ID	—	UHC-43307-68
SSN	— •••-••-UNKNOWN	•••-••-8883
Phone	— -	7666339374
Email	— N/A	—
Address	— UNKNOWN	5657 Bayshore Dr
City / state / ZIP	— UNKNOWN , null, null	Orlando, FL
Group	GRP-1658	GRP-1658
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×1TPA ×13 records

Evidence detail

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

▶#1MBR-021060Carolyn Payne0.83

Matched against ENR-141205, 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-141205Carolyn Payne1978-06-09Scored 0.99
PRVPRV-29176Carolyn Pane1978-06-09Scored 0.99
TPATPA-63860Carolyn Payne1978-06-09Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bab33fc385
Escalated CLM-431381, top score 0.83, candidates MBR-021060

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 Carolyn PayneMBR-021060, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-431381 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-12908
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011233
Opened: 2026-10-19 19:54:36
Top score: 0.83