Steward case

CASE-003500

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

OpenCheckpointckpt-run-mvjj6udb-43446workflow paused, state held

Side-by-side comparison

Incoming CLM-414172 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414172incoming	#1MBR-021339Grace Collins 0.831 rec. Best evidence: NameDate of birth
Name	Grace R Collins Grace R. Collins	Grace R Collins
Date of birth	1988-09-08 09/08/1988	1988-09-08
Member ID	UHC-78004-18	—
SSN	—	•••-••-3170
Phone	—	4545070571
Email	— NULL	—
Address	— N/A	681 Forest Ave
City / state / ZIP	— N/A, UNKNOWN, N/A	Miami, FL, 33125
Group	—	GRP-9869
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-021339Grace Collins0.83

Matched against ENR-118575, 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-118575Grace Collins1988-09-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55bc0aa89369
Escalated CLM-414172, top score 0.83, candidates MBR-021339

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 Grace CollinsMBR-021339, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-414172 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-43446
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029593
Opened: 2026-10-22 12:43:43
Top score: 0.83