Steward case

CASE-002927

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

OpenCheckpointckpt-run-mvjj6udb-58086workflow paused, state held

Side-by-side comparison

Incoming CLM-400749 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400749incoming	#1MBR-040428Natalie Jacobs 0.831 rec. Best evidence: NameDate of birth
Name	Natalie L Jacobs NATALIE L. JACOBS	Natalie Jacobs
Date of birth	1957-02-27 02/27/1957	1957-02-27
Member ID	— -	UHC-58438-38
SSN	— •••-••-null	•••-••-5181
Phone	—	5293233571
Email	— null	natalie.jacobs82@yahoo.com
Address	—	8406 Apache Blvd
City / state / ZIP	— N/A	Tempe, AZ, 85245
Group	GRP-1858	GRP-1858
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-040428Natalie Jacobs0.83

Matched against ENR-100999, 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-100999Natalie Jacobs1957-02-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5556b87b16d9
Escalated CLM-400749, top score 0.83, candidates MBR-040428

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 Natalie JacobsMBR-040428, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400749 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-58086
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035542
Opened: 2026-10-22 12:43:43
Top score: 0.83