Steward case

CASE-003111

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

OpenCheckpointckpt-run-mvjj6udb-19499workflow paused, state held

Side-by-side comparison

Incoming CLM-415311 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415311incoming	#1MBR-022289Jackie Harvey 0.831 rec. Best evidence: NameDate of birth
Name	Jacqueline Harvey	Jackie Harvey
Date of birth	1973-05-08 05/08/73	1973-05-08
Member ID	— NULL	UHC-19463-16
SSN	— •••-••- -	•••-••-3035
Phone	—	—
Email	— null	jacqueline.harvey@yahoo.com
Address	— NULL	8113 Washington St
City / state / ZIP	— -, null, UNKNOWN	Plano, TX, 75002
Group	GRP-6609	GRP-6609
Plan	— NULL	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-022289Jackie Harvey0.83

Matched against ENR-120183, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-120183Jackie Harvey1973-05-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5510f4a9fd0f
Escalated CLM-415311, top score 0.83, candidates MBR-022289

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 Jackie HarveyMBR-022289, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-415311 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-19499
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-016072
Opened: 2026-10-22 12:43:43
Top score: 0.83