Steward case

CASE-002755

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

OpenCheckpointckpt-run-mvfoap9e-41246workflow paused, state held

Side-by-side comparison

Incoming CLM-419176 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419176incoming	#1MBR-025677Marilyn Barnes 0.834 rec. Best evidence: NameDate of birth
Name	Marilyn Barnes	Marilyn P Barnes
Date of birth	1957-12-23	1957-12-23
Member ID	— NULL	UHC-48806-49
SSN	—	•••-••-7957
Phone	— UNKNOWN	6253821548
Email	—	marilyn.barnes48@icloud.com
Address	—	4785 Apache Blvd
City / state / ZIP	—	San Diego, CA
Group	— UNKNOWN	GRP-6146
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×1PRV ×14 records

Evidence detail

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

▶#1MBR-025677Marilyn Barnes0.83

Matched against CLM-419177, 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

CLMCLM-419177Marilyn Barnes1957-12-23Rule 0.99
ENRENR-125282Marilyn Barns1957-12-23Rule 0.99
CLMCLM-419175Marilyn Barnes1957-12-23Rule 0.99
PRVPRV-25704Marilyn Barnes1957-12-23Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3905cc59b6f7
Escalated CLM-419176, top score 0.83, candidates MBR-025677

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 Marilyn BarnesMBR-025677, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-419176 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-mvfoap9e-41246
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028598
Opened: 2026-10-19 19:54:36
Top score: 0.83