Steward case

CASE-003364

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

OpenCheckpointckpt-run-mvjj6udb-24492workflow paused, state held

Side-by-side comparison

Incoming CLM-411727 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411727incoming	#1MBR-026409Karen Watson 0.831 rec. Best evidence: NameDate of birth
Name	Karen Watsn	Karen Y Watson
Date of birth	1972-03-12 03/12/72	1972-03-12
Member ID	— N/A	UHC-16535-92
SSN	— •••-••--	•••-••-8787
Phone	— -	5482006130
Email	—	karen.watson41@outlook.com
Address	— -	6151 Jefferson Ave
City / state / ZIP	— NULL, null	Gilbert, AZ, 85224
Group	GRP-9942	GRP-9942
Plan	— null	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-026409Karen Watson0.83

Matched against ENR-115470, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-115470Karen Watson1972-03-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5589887e198b
Escalated CLM-411727, top score 0.83, candidates MBR-026409

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 Karen WatsonMBR-026409, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-411727 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-24492
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019416
Opened: 2026-10-22 12:43:43
Top score: 0.83