Steward case

CASE-002796

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

OpenCheckpointckpt-run-mvjj6udb-15390workflow paused, state held

Side-by-side comparison

Incoming CLM-425222 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425222incoming	#1MBR-045580Jacqueline Hayes 0.831 rec. Best evidence: NameDate of birth
Name	Jacqueline Hayes Hayes, Jacqueline	Jacqueline Hayes
Date of birth	1983-05-03	1983-05-03
Member ID	—	UHC-23251-29
SSN	—	•••-••-0577
Phone	— 7805430	7257805430
Email	—	jacqueline.hayes82@proton.me
Address	— N/A	5066 Oak St
City / state / ZIP	— N/A, UNKNOWN,	Charlotte, NC, 28269
Group	GRP-1152	GRP-1152
Plan	—	MEDICARE-ADV-B
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-045580Jacqueline Hayes0.83

Matched against ENR-132971, 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

ENRENR-132971Jacqueline Hayes1983-05-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c3fbba386c
Escalated CLM-425222, top score 0.83, candidates MBR-045580

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 Jacqueline HayesMBR-045580, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425222 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-15390
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013129
Opened: 2026-10-22 12:43:43
Top score: 0.83