Steward case

CASE-003242

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

OpenCheckpointckpt-run-mvjj6udb-79717workflow paused, state held

Side-by-side comparison

Incoming CLM-422733 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422733incoming	#1MBR-027729Heather Hart 0.832 rec. Best evidence: NameDate of birth
Name	Heather Hart	Heather Hart
Date of birth	1960-06-27 6/27/1960	1960-06-27
Member ID	—	UHC-02743-92
SSN	— •••-••-UNKNOWN	—
Phone	—	6385063717
Email	— -	heather.hart9@hotmail.com
Address	— NULL	8139 Highland Ave
City / state / ZIP	— N/A , UNKNOWN, UNKNOWN	Jacksonville, FL, 32212
Group	GRP-7035	GRP-7035
Plan	— NULL	—
Sources, records	CLM1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-027729Heather Hart0.83

Matched against PRV-26721, 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-26721Heather Hart1960-06-27Rule 0.99
CLMCLM-422734Heather Hart1960-06-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c44840a795
Escalated CLM-422733, top score 0.83, candidates MBR-027729

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 Heather HartMBR-027729, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-422733 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-79717
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042207
Opened: 2026-10-22 12:43:43
Top score: 0.83