Steward case

CASE-003085

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

OpenCheckpointckpt-run-mvjj6udb-22317workflow paused, state held

Side-by-side comparison

Incoming CLM-403707 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403707incoming	#1MBR-037752Andrea Riley 0.831 rec. Best evidence: NameDate of birth
Name	Andrea Riley	Andrea W Riley
Date of birth	1963-04-24 Apr 24, 1963	1963-04-24
Member ID	—	UHC-09555-54
SSN	— •••-••-N/A	—
Phone	9609861300 960.986.1300	—
Email	— -	—
Address	— N/A	5837 Willow Ct
City / state / ZIP	— - , null	Los Angeles, CA, 90042
Group	— null	GRP-9900
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-037752Andrea Riley0.83

Matched against CLM-403706, 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-403706Andrea Riley1963-04-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55bf97cc4bf0
Escalated CLM-403707, top score 0.83, candidates MBR-037752

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 Andrea RileyMBR-037752, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403707 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-22317
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017982
Opened: 2026-10-22 12:43:43
Top score: 0.83