Steward case

CASE-003192

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

OpenCheckpointckpt-run-mvjj6udb-58846workflow paused, state held

Side-by-side comparison

Incoming CLM-426886 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426886incoming	#1MBR-018617Martha McDonald 0.832 rec. Best evidence: NameDate of birth
Name	Martha McDonald	Martha McDonald
Date of birth	1955-11-06	1955-11-06
Member ID	— -	UHC-86426-29
SSN	— •••-••-N/A	—
Phone	— UNKNOWN	5676768780
Email	—	martha.mcdonald@outlook.com
Address	—	1627 River Rd
City / state / ZIP	— NULL, NULL, null	Orlando, FL, 32884
Group	GRP-2277	GRP-2277
Plan	— -	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-018617Martha McDonald0.83

Matched against CLM-426887, 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-426887Martha McDonald1955-11-06Rule 0.99
ENRENR-135267Martha McDonald1955-11-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559c0b315d23
Escalated CLM-426886, top score 0.83, candidates MBR-018617

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 Martha McDonaldMBR-018617, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426886 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-58846
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035808
Opened: 2026-10-22 12:43:43
Top score: 0.83