Steward case

CASE-002713

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

OpenCheckpointckpt-run-mvjj6udb-14353workflow paused, state held

Side-by-side comparison

Incoming CLM-429342 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429342incoming	#1MBR-046500Dyana Bishop 0.831 rec. Best evidence: NameDate of birth
Name	Diana D Bishop diana D. bishop	Dyana Bishop
Date of birth	1938-09-21	1938-09-21
Member ID	— UNKNOWN	UHC-09602-69
SSN	— •••-••-null	•••-••-2764
Phone	— UNKNOWN	8845448113
Email	— UNKNOWN	diana.bishop20@aol.com
Address	943 Union St 943 Union Street	—
City / state / ZIP	Miami, FL, 33121	—
Group	—	GRP-3360
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
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-046500Dyana Bishop0.83

Matched against ENR-138503, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-138503Dyana Bishop1938-09-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5521d703f12e
Escalated CLM-429342, top score 0.83, candidates MBR-046500

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 Dyana BishopMBR-046500, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429342 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-14353
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012352
Opened: 2026-10-22 12:43:43
Top score: 0.83