Steward case

CASE-002903

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

OpenCheckpointckpt-run-mvjj6udb-43655workflow paused, state held

Side-by-side comparison

Incoming CLM-427315 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427315incoming	#1MBR-031839Barb Le 0.832 rec. Best evidence: NameDate of birth
Name	Barb Le Le, Barb	Barb Le
Date of birth	1992-08-02 Aug 2, 1992	1992-08-02
Member ID	— NULL	UHC-98952-77
SSN	— •••-••-NULL	•••-••-8575
Phone	—	5407524069
Email	— N/A	barbara.le83@outlook.com
Address	— NULL	7733 Mesa Dr
City / state / ZIP	— NULL, UNKNOWN	Sacramento, CA, 95861
Group	GRP-0213	GRP-0213
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
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-031839Barb Le0.83

Matched against ENR-135795, 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-135795Barb Le1992-08-02Rule 0.99
CLMCLM-427316Barb Le1992-08-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5504446b0bb9
Escalated CLM-427315, top score 0.83, candidates MBR-031839

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 Barb LeMBR-031839, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-427315 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-43655
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029681
Opened: 2026-10-22 12:43:43
Top score: 0.83