Steward case

CASE-003415

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

OpenCheckpointckpt-run-mvfoap9e-83554workflow paused, state held

Side-by-side comparison

Incoming CLM-410355 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410355incoming	#1MBR-032789Pamela Richards 0.832 rec. Best evidence: NameDate of birth
Name	Pamela Y Richards	Pamela Y Richards
Date of birth	1991-07-24	1991-07-24
Member ID	— null	UHC-61406-34
SSN	—	•••-••-2734
Phone	— N/A	3572938053
Email	— -	pamela.richards@proton.me
Address	— NULL	4676 Mountain View Dr
City / state / ZIP	— N/A , null, N/A	San Diego, CA, 92173
Group	GRP-8866	GRP-8866
Plan	CORE-HMO	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-032789Pamela Richards0.83

Matched against ENR-113624, 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-113624Pamela Richards1991-07-24Rule 0.99
CLMCLM-410356Pamela Richards1991-07-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b384de5e72
Escalated CLM-410355, top score 0.83, candidates MBR-032789

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 Pamela RichardsMBR-032789, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410355 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-83554
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043209
Opened: 2026-10-19 19:54:36
Top score: 0.83