Steward case

CASE-003320

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

OpenCheckpointckpt-run-mvfoap9e-89442workflow paused, state held

Side-by-side comparison

Incoming CLM-402453 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402453incoming	#1MBR-018767Kellly Miller 0.832 rec. Best evidence: NameDate of birth
Name	Kelly Miller	Kellly Miller
Date of birth	1944-05-08 05/08/1944	1944-05-08
Member ID	— null	UHC-25101-70
SSN	— •••-••--	•••-••-3480
Phone	— NULL	7846563919
Email	— -	kelly.miller40@icloud.com
Address	— UNKNOWN	8861 Sage Ct
City / state / ZIP	— null, null,	Plano, TX, 75073
Group	— UNKNOWN	GRP-2919
Plan	—	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-018767Kellly Miller0.83

Matched against ENR-103146, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-103146Kellly Miller1944-05-08Rule 0.96
CLMCLM-402454Miller KelllyRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394fccbe4f44
Escalated CLM-402453, top score 0.83, candidates MBR-018767

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 Kellly MillerMBR-018767, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-402453 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-89442
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044570
Opened: 2026-10-19 19:54:36
Top score: 0.83