Steward case

CASE-003427

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

OpenCheckpointckpt-run-mvjj6udb-53628workflow paused, state held

Side-by-side comparison

Incoming CLM-413971 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413971incoming	#1MBR-020438Kelly Duncan 0.832 rec. Best evidence: NameDate of birth
Name	Kelly E Duncan Kelly E. Duncan	Kelly E Duncan
Date of birth	1978-09-20	1978-09-20
Member ID	UHC-48040-86	—
SSN	— •••-••-N/A	—
Phone	—	6864764460
Email	— -	kelly.duncan@hotmail.com
Address	— NULL	9867 Oak St
City / state / ZIP	— UNKNOWN , N/A	Tampa, FL, 33688
Group	GRP-8319	—
Plan	OPTIONS-PPO	CORE-HMO
Sources, records	CLM1 record	TPA ×1PRV ×12 records

Evidence detail

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

▶#1MBR-020438Kelly Duncan0.83

Matched against TPA-56166, 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

TPATPA-56166Kelly Duncan1978-09-20Scored 1.00
PRVPRV-24045Kelly Duncan1978-09-20Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e2f5c5d76d
Escalated CLM-413971, top score 0.83, candidates MBR-020438

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 Kelly DuncanMBR-020438, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-413971 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-53628
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033847
Opened: 2026-10-22 12:43:43
Top score: 0.83