Steward case

CASE-003366

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

OpenCheckpointckpt-run-mvjj6udb-24507workflow paused, state held

Side-by-side comparison

Incoming CLM-401420 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401420incoming	#1MBR-041136Priya Li 0.832 rec. Best evidence: NameDate of birth
Name	Priya Li	Priya Li
Date of birth	1944-12-01 Dec 1, 1944	1944-12-01
Member ID	— N/A	UHC-86490-50
SSN	—	•••-••-9262
Phone	— NULL	8196221582
Email	— null	priya.li46@outlook.com
Address	— NULL	9388 Central Ave
City / state / ZIP	— -	Chandler, AZ, 85242
Group	GRP-3873	GRP-3873
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-041136Priya Li0.83

Matched against CLM-401419, 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-401419Priya Li1944-12-01Rule 0.99
ENRENR-101829Priya Li1944-12-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557dfd4d6234
Escalated CLM-401420, top score 0.83, candidates MBR-041136

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 Priya LiMBR-041136, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-401420 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-24507
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019426
Opened: 2026-10-22 12:43:43
Top score: 0.83