Steward case

CASE-002722

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

OpenCheckpointckpt-run-mvjj6udb-35964workflow paused, state held

Side-by-side comparison

Incoming CLM-426210 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426210incoming	#1MBR-035451Vicky Burke 0.831 rec. Best evidence: NameDate of birth
Name	Victoria Burke	Vicky Burke
Date of birth	2005-01-09	2005-01-09
Member ID	— N/A	UHC-45293-46
SSN	—	•••-••-2474
Phone	— null	2505135981
Email	—	victoria.burke@yahoo.com
Address	— UNKNOWN	336 Palm Dr
City / state / ZIP	— null, N/A, null	Plano, TX, 75029
Group	— UNKNOWN	GRP-0104
Plan	OPTIONS-PPO	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-035451Vicky Burke0.83

Matched against ENR-134341, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-134341Vicky Burke2005-01-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ff4046c9a4
Escalated CLM-426210, top score 0.83, candidates MBR-035451

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 Vicky BurkeMBR-035451, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-426210 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-35964
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026005
Opened: 2026-10-22 12:43:43
Top score: 0.83