Steward case

CASE-003486

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

OpenCheckpointckpt-run-mvfoap9e-93112workflow paused, state held

Side-by-side comparison

Incoming CLM-406295 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406295incoming	#1MBR-021170Sarah Smith 0.832 rec. Best evidence: NameDate of birth
Name	Sarah Smith	Sarah N Smith
Date of birth	1994-11-13 Nov 13, 1994	1994-11-13
Member ID	— N/A	UHC-83635-97
SSN	— •••-••-NULL	—
Phone	—	9709227611
Email	—	—
Address	—	486 Camelback Rd
City / state / ZIP	— -	Fresno, CA, 93787
Group	GRP-1236	GRP-1236
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-021170Sarah Smith0.83

Matched against ENR-108272, 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-108272Sarah Smith1994-11-13Scored 1.00
PRVPRV-21841Sarah Smith1994-11-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399b0641ec80
Escalated CLM-406295, top score 0.83, candidates MBR-021170

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 Sarah SmithMBR-021170, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-406295 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-93112
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045413
Opened: 2026-10-19 19:54:36
Top score: 0.83