Steward case

CASE-002739

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

OpenCheckpointckpt-run-mvjj6udb-30010workflow paused, state held

Side-by-side comparison

Incoming CLM-424064 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424064incoming	#1MBR-038068Jessica Dean 0.832 rec. Best evidence: NameDate of birth
Name	Jessica Dean	Jessica I Dean
Date of birth	1966-03-14	1966-03-14
Member ID	— N/A	UHC-39196-24
SSN	— •••-••-null	•••-••-1293
Phone	— NULL	5267489559
Email	jessica.dean20@icloud.com	—
Address	—	55 Desert Sky Blvd
City / state / ZIP	— null, null	San Diego, CA
Group	GRP-2244	GRP-2244
Plan	CORE-HMO	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-038068Jessica Dean0.83

Matched against PRV-27086, 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

PRVPRV-27086Jessica Dean1966-03-14Rule 0.99
CLMCLM-424063Jessica Dean1966-03-14Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55880ced535b
Escalated CLM-424064, top score 0.83, candidates MBR-038068

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 Jessica DeanMBR-038068, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424064 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-30010
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022750
Opened: 2026-10-22 12:43:43
Top score: 0.83