Steward case

CASE-003530

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

OpenCheckpointckpt-run-mvjj6udb-41382workflow paused, state held

Side-by-side comparison

Incoming CLM-428008 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428008incoming	#1MBR-023074Sophia Johnston 0.833 rec. Best evidence: NameDate of birth
Name	Sophia E Johnston	Sophia E Johnston
Date of birth	1970-05-28 19700528	1970-05-28
Member ID	—	UHC-38382-18
SSN	—	•••-••-0388
Phone	—	9799300214
Email	— null	—
Address	— null	5765 Grand Ave
City / state / ZIP	— -	Minneapolis, MN, 55415
Group	GRP-3188	GRP-3188
Plan	—	SELECT-EPO
Sources, records	CLM1 record	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-023074Sophia Johnston0.83

Matched against CLM-428009, 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-428009Sophia Johnston1970-05-28Rule 0.97
ENRENR-136723Sophia Johnston1970-05-28Scored 1.00
TPATPA-62369Sophiia Johnston1970-05-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551e4b3949c2
Escalated CLM-428008, top score 0.83, candidates MBR-023074

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 Sophia JohnstonMBR-023074, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-428008 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-41382
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028659
Opened: 2026-10-22 12:43:43
Top score: 0.83