Steward case

CASE-003309

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

OpenCheckpointckpt-run-mvfoap9e-34106workflow paused, state held

Side-by-side comparison

Incoming CLM-420005 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420005incoming	#1MBR-018652Angela Sims 0.833 rec. Best evidence: NameDate of birth
Name	Angela Sims Sims, Angela	Angela Sims
Date of birth	2005-08-22 08/22/05	2005-08-22
Member ID	— null	UHC-18156-01
SSN	—	•••-••-4232
Phone	— NULL	9717849078
Email	— N/A	angela.sims93@icloud.com
Address	—	429 Main St
City / state / ZIP	— - , null, null	Minneapolis, MN, 55454
Group	— UNKNOWN	GRP-9303
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-018652Angela Sims0.83

Matched against CLM-420004, 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-420004Angela Sims2005-08-22Rule 0.99
ENRENR-126359Angela Sims2005-08-22Rule 0.99
CLMCLM-420006Angela Sims2005-08-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3923dd3b1f39
Escalated CLM-420005, top score 0.83, candidates MBR-018652

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 Angela SimsMBR-018652, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-420005 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-34106
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025036
Opened: 2026-10-19 19:54:36
Top score: 0.83