Steward case

CASE-002854

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

OpenCheckpointckpt-run-mvfoap9e-82556workflow paused, state held

Side-by-side comparison

Incoming CLM-416606 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416606incoming	#1MBR-013734Abigail Palmer 0.834 rec. Best evidence: NameDate of birth
Name	Abigail Palmer	Abigail Palmer
Date of birth	2007-09-23 09/23/2007	2007-09-23
Member ID	—	UHC-54190-01
SSN	— •••-••-UNKNOWN	•••-••-7012
Phone	— UNKNOWN	6482625506
Email	—	abigail.palmer@proton.me
Address	—	5914 Palm Dr
City / state / ZIP	— null, N/A	Dallas, TX, 75235
Group	GRP-4000	GRP-4000
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2TPA ×1ENR ×14 records

Evidence detail

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

▶#1MBR-013734Abigail Palmer0.83

Matched against CLM-416605, 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-416605Abigail Palmer2007-09-23Scored 1.00
TPATPA-57302Abigail Palmer2007-09-23Scored 1.00
ENRENR-121819Abigail Palmer2007-09-23Scored 1.00
CLMCLM-416607Abigail Palmer2007-09-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d741ce5fe9
Escalated CLM-416606, top score 0.83, candidates MBR-013734

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 Abigail PalmerMBR-013734, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-416606 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-82556
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042953
Opened: 2026-10-19 19:54:36
Top score: 0.83