Steward case

CASE-002651

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

OpenCheckpointckpt-run-mvjj6udb-13826workflow paused, state held

Side-by-side comparison

Incoming CLM-428013 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428013incoming	#1MBR-021189Emily Sullivan 0.831 rec. Best evidence: NameDate of birth
Name	Emily Sullivan	Emily Sullivan
Date of birth	1940-08-05	1940-08-05
Member ID	UHC-29259-60	—
SSN	•••-••-4305	—
Phone	— -	4457632597
Email	— N/A	emily.sullivan84@yahoo.com
Address	— NULL	5479 Bayshore Dr
City / state / ZIP	— NULL	Seattle, WA, 98181
Group	— null	GRP-7829
Plan	SELECT-EPO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-021189Emily Sullivan0.83

Matched against TPA-62370, 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

TPATPA-62370Emily Sullivan1940-08-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d65d77de5a
Escalated CLM-428013, top score 0.83, candidates MBR-021189

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 Emily SullivanMBR-021189, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-428013 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-13826
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011946
Opened: 2026-10-22 12:43:43
Top score: 0.83