Steward case

CASE-003474

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

OpenCheckpointckpt-run-mvjj6udb-61168workflow paused, state held

Side-by-side comparison

Incoming CLM-405919 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405919incoming	#1MBR-024852Nancy Taylor 0.832 rec. Best evidence: NameDate of birth
Name	Nancy K Taylor Nancy K. Taylor	Nancy K Taylor
Date of birth	1961-10-07	1961-10-07
Member ID	— NULL	UHC-59502-84
SSN	—	—
Phone	4582547005 458-254-7005	—
Email	— UNKNOWN	nancy.taylor56@yahoo.com
Address	—	6350 Mesa Dr
City / state / ZIP	—	Columbus, OH, 43251
Group	GRP-2176	GRP-2176
Plan	—	SELECT-EPO
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-024852Nancy Taylor0.83

Matched against CLM-405918, 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-405918Nancy Taylor1961-10-07Rule 0.99
CLMCLM-405917Nancy Taylor1961-10-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e81116dba1
Escalated CLM-405919, top score 0.83, candidates MBR-024852

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 Nancy TaylorMBR-024852, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405919 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-61168
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036604
Opened: 2026-10-22 12:43:43
Top score: 0.83