Steward case

CASE-002747

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

OpenCheckpointckpt-run-mvjj6udb-58410workflow paused, state held

Side-by-side comparison

Incoming CLM-428099 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428099incoming	#1MBR-012731Dorothy Bker 0.833 rec. Best evidence: NameDate of birth
Name	Dot Baker	Dorothy Bker
Date of birth	1947-11-27	1947-11-27
Member ID	— null	UHC-63667-39
SSN	—	•••-••-6110
Phone	—	5425975122
Email	— UNKNOWN	dorothy.baker31@yahoo.com
Address	— -	8973 Apache Blvd
City / state / ZIP	— N/A	Minneapolis, MN, 55424
Group	— N/A	GRP-5907
Plan	— N/A	CORE-HMO
Sources, records	CLM1 record	ENR ×33 records

Evidence detail

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

▶#1MBR-012731Dorothy Bker0.83

Matched against ENR-136841, 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-136841Dorothy Baker1947-11-27Rule 0.99
ENRENR-136840Baker Dorothy1947-11-27Rule 0.99
ENRENR-136839Dorothy Bker1947-11-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552609f4bdec
Escalated CLM-428099, top score 0.83, candidates MBR-012731

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 Dorothy BkerMBR-012731, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-428099 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-58410
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035654
Opened: 2026-10-22 12:43:43
Top score: 0.83