Steward case

CASE-002928

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

OpenCheckpointckpt-run-mvjj6udb-73033workflow paused, state held

Side-by-side comparison

Incoming ENR-100999 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-100999incoming	#1MBR-035542Natalie Jacobs 0.831 rec. Best evidence: NameDate of birth
Name	Natalie Jacobs	Natalie L Jacobs
Date of birth	1957-02-27	1957-02-27
Member ID	UHC-58438-38	—
SSN	•••-••-5181	—
Phone	5293233571 529-323-3571	—
Email	natalie.jacobs82@yahoo.com	—
Address	8406 Apache Blvd	—
City / state / ZIP	Tempe, AZ, 85245	—
Group	GRP-1858	GRP-1858
Plan	NAVIGATE-HMO	—
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-035542Natalie Jacobs0.83

Matched against CLM-400749, 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-400749Natalie Jacobs1957-02-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d8d2ec96bc
Escalated ENR-100999, top score 0.83, candidates MBR-035542

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-035542, score 0.83, 1 recordLinkConfirm as a distinct identityENR-100999 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-73033
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040428
Opened: 2026-10-22 12:43:43
Top score: 0.83