Steward case

CASE-002863

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

OpenCheckpointckpt-run-mvfoap9e-92660workflow paused, state held

Side-by-side comparison

Incoming CLM-414769 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414769incoming	#1MBR-013876Susan Armstrong 0.832 rec. Best evidence: NameDate of birth
Name	Susan Armstrong	Susan R Armstrong
Date of birth	1992-10-11	1992-10-11
Member ID	UHC-24801-37	—
SSN	—	•••-••-3178
Phone	— null	3367842425
Email	— -	susan.armstrong78@outlook.com
Address	— -	4508 Church St
City / state / ZIP	— UNKNOWN, null, NULL	Denver, CO, 80292
Group	GRP-2815	GRP-2815
Plan	— N/A	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-013876Susan Armstrong0.83

Matched against ENR-119426, 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-119426Susan Armstrong1992-10-11Scored 1.00
CLMCLM-414770Susan Armstrong1992-10-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392d044bd2d7
Escalated CLM-414769, top score 0.83, candidates MBR-013876

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 Susan ArmstrongMBR-013876, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414769 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-92660
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045317
Opened: 2026-10-19 19:54:36
Top score: 0.83