Steward case

CASE-002833

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

OpenCheckpointckpt-run-mvjj6udb-15900workflow paused, state held

Side-by-side comparison

Incoming CLM-400753 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400753incoming	#1MBR-022596Christina Peters 0.832 rec. Best evidence: NameDate of birth
Name	Christina Peters	Christina Peters
Date of birth	1943-10-27	1943-10-27
Member ID	— UNKNOWN	UHC-28826-82
SSN	—	•••-••-8152
Phone	— N/A	3535380503
Email	— N/A	—
Address	474 Canyon Rd 474 Canyon Road	6835 Lincoln Way
City / state / ZIP	Mesa, AZ, 85275 Mesa, AZ, 85275-3245	Orlando, FL, 32833
Group	GRP-8499	GRP-8499
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-022596Christina Peters0.83

Matched against PRV-20236, 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-20236Christina Peters1943-10-27Rule 0.99
ENRENR-101008Christina Peters1943-10-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5531a20d72a3
Escalated CLM-400753, top score 0.83, candidates MBR-022596

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 Christina PetersMBR-022596, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-400753 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-15900
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013491
Opened: 2026-10-22 12:43:43
Top score: 0.83