Steward case

CASE-002885

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

OpenCheckpointckpt-run-mvjj6udb-16581workflow paused, state held

Side-by-side comparison

Incoming CLM-401103 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401103incoming	#1MBR-040868Jacqueline Kelley 0.832 rec. Best evidence: NameDate of birth
Name	Jacqueline Kelley	Jacqueline E Kelley
Date of birth	1980-06-05	1980-06-05
Member ID	—	UHC-56860-91
SSN	—	•••-••-1605
Phone	— null	4042030074
Email	—	jacqueline.kelley@gmail.com
Address	—	4235 Highland Ave
City / state / ZIP	— N/A, null	Houston, TX, 77014
Group	—	GRP-3860
Plan	— -	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-040868Jacqueline Kelley0.83

Matched against TPA-50491, 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

TPATPA-50491Jacqueline Kelley1980-06-05Scored 1.00
ENRENR-101433Jacqueline Kelley1980-06-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552e85452ead
Escalated CLM-401103, top score 0.83, candidates MBR-040868

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 KelleyMBR-040868, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-401103 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-16581
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014003
Opened: 2026-10-22 12:43:43
Top score: 0.83