Steward case

CASE-003340

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

OpenCheckpointckpt-run-mvjj6udb-50175workflow paused, state held

Side-by-side comparison

Incoming CLM-410452 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410452incoming	#1MBR-019133Charlotte Warren 0.833 rec. Best evidence: NameDate of birth
Name	Charlotte Warren Warren, Charlotte	Charlotte O Warren
Date of birth	1953-12-28	1953-12-28
Member ID	— NULL	UHC-20880-69
SSN	—	•••-••-9775
Phone	— N/A	8642278000
Email	—	charlotte.warren31@proton.me
Address	—	3458 Bayshore Dr
City / state / ZIP	—	Austin, TX, 78787
Group	GRP-0548	GRP-0548
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-019133Charlotte Warren0.83

Matched against ENR-113732, 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

ENRENR-113732Charlotte Warren1953-12-28Rule 0.99
CLMCLM-410453Charrlotte Warren1953-12-28Rule 0.99
ENRENR-113733Charlotte Warren1953-12-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5592afa67f3d
Escalated CLM-410452, top score 0.83, candidates MBR-019133

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 Charlotte WarrenMBR-019133, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-410452 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-50175
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032517
Opened: 2026-10-22 12:43:43
Top score: 0.83