Steward case

CASE-003009

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

OpenCheckpointckpt-run-mvjj6udb-25733workflow paused, state held

Side-by-side comparison

Incoming CLM-406609 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406609incoming	#1MBR-009374Sophia Carroll 0.835 rec. Best evidence: NameDate of birth
Name	Sophia Carroll Carroll, Sophia	Sophia Z Carroll
Date of birth	1979-02-23	1979-02-23
Member ID	— -	UHC-64413-52
SSN	— •••-••--	•••-••-3293
Phone	— N/A	5816388412
Email	— N/A	sophia.carroll@icloud.com
Address	—	5642 Desert Sky Blvd Apt 21
City / state / ZIP	— null	Atlanta, GA
Group	—	GRP-7932
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×2PRV ×2CLM ×15 records

Evidence detail

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

▶#1MBR-009374Sophia Carroll0.83

Matched against PRV-21937, 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-108652Carroll Sophia1979-02-23Rule 0.99
ENRENR-108653Carroll Sophia1979-02-23Rule 0.99
PRVPRV-21937Sophia Carroll1979-02-23Scored 1.00
PRVPRV-21938Sophia Carroll1979-02-23Scored 1.00
CLMCLM-406610Sophia Carroll1979-02-23Scored 0.93

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55032634d8f0
Escalated CLM-406609, top score 0.83, candidates MBR-009374

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 Sophia CarrollMBR-009374, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-406609 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-25733
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020209
Opened: 2026-10-22 12:43:43
Top score: 0.83