Steward case

CASE-003031

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

OpenCheckpointckpt-run-mvjj6udb-77071workflow paused, state held

Side-by-side comparison

Incoming CLM-412705 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412705incoming	#1MBR-031844Melissa Dixon 0.831 rec. Best evidence: NameDate of birth
Name	Melissa G Dixon	Melissa Dixon
Date of birth	1993-11-16 16-11-1993	1993-11-16
Member ID	— UNKNOWN	UHC-54897-01
SSN	—	—
Phone	— -	2856232365
Email	— null	—
Address	—	—
City / state / ZIP	— N/A, , NULL	—
Group	GRP-8536	—
Plan	CORE-HMO	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-031844Melissa Dixon0.83

Matched against PRV-23671, 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

PRVPRV-23671Melissa Dixon1993-11-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554dc35866cd
Escalated CLM-412705, top score 0.83, candidates MBR-031844

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 Melissa DixonMBR-031844, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412705 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-77071
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041539
Opened: 2026-10-22 12:43:43
Top score: 0.83