Steward case

CASE-003040

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

OpenCheckpointckpt-run-mvfoap9e-18559workflow paused, state held

Side-by-side comparison

Incoming PRV-22976 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-22976incoming	#1MBR-029121Shirley James 0.833 rec. Best evidence: NameDate of birth
Name	Shirley N James	Shirley N James
Date of birth	1958-03-17	1958-03-17
Member ID	— NULL	UHC-50985-20
SSN	—	•••-••-2381
Phone	—	2297023414
Email	— UNKNOWN	shirley.james48@proton.me
Address	—	4874 Canyon Rd
City / state / ZIP	— UNKNOWN, NULL	Tempe, AZ, 85212
Group	—	GRP-8429
Plan	— -	MEDICARE-ADV-A
Sources, records	PRV1 record	ENR ×1TPA ×1CLM ×13 records

Evidence detail

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

▶#1MBR-029121Shirley James0.83

Matched against ENR-113504, 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-113504Shirley James1958-03-17Scored 1.00
TPATPA-54494Shirley James1958-03-17Scored 1.00
CLMCLM-410265Shirley James1958-03-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d70660be86
Escalated PRV-22976, top score 0.83, candidates MBR-029121

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 Shirley JamesMBR-029121, score 0.83, 3 recordsLinkConfirm as a distinct identityPRV-22976 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-mvfoap9e-18559
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015425
Opened: 2026-10-19 19:54:36
Top score: 0.83