Steward case

CASE-002583

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

OpenCheckpointckpt-run-mvjj6udb-67302workflow paused, state held

Side-by-side comparison

Incoming CLM-416055 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416055incoming	#1MBR-011414Brenda Harper 0.834 rec. Best evidence: NameDate of birth
Name	Brenda Harper Harper, Brenda	Brenda A Harper
Date of birth	1940-05-15	1940-05-15
Member ID	—	UHC-10195-16
SSN	—	•••-••-1733
Phone	— NULL	9208532646
Email	— N/A	brenda.harper@hotmail.com
Address	— N/A	7291 Ocean Ave
City / state / ZIP	— NULL	Mesa, AZ, 85254
Group	GRP-9830	GRP-9830
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×2CLM ×14 records

Evidence detail

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

▶#1MBR-011414Brenda Harper0.83

Matched against ENR-121126, 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-121126Brenda Harper1940-05-15Scored 1.00
TPATPA-57025Brenda Harper1940-05-15Scored 1.00
CLMCLM-416054Brenda Harpre1940-05-15Scored 0.99
TPATPA-57024Brenda Harper1940-05-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552d2cea722f
Escalated CLM-416055, top score 0.83, candidates MBR-011414

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 Brenda HarperMBR-011414, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-416055 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)

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Checkpoint: ckpt-run-mvjj6udb-67302
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038693
Opened: 2026-10-22 12:43:43
Top score: 0.83