Steward case

CASE-003540

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

OpenCheckpointckpt-run-mvfoap9e-43941workflow paused, state held

Side-by-side comparison

Incoming CLM-421234 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421234incoming	#1MBR-030716Virginia Ray 0.834 rec. Best evidence: NameDate of birth
Name	Virginia Ray	Virginia N Ray
Date of birth	1956-07-22	1956-07-22
Member ID	— N/A	UHC-17642-30
SSN	— •••-••--	•••-••-0654
Phone	—	9372571397
Email	—	—
Address	—	350 Union St
City / state / ZIP	— N/A, UNKNOWN, UNKNOWN	Phoenix, AZ, 85045
Group	—	GRP-5360
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×2TPA ×14 records

Evidence detail

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

▶#1MBR-030716Virginia Ray0.83

Matched against ENR-127852, 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-127852Virginia Ray1956-07-22Rule 0.99
CLMCLM-421235Virignia RayScored 0.99
CLMCLM-421236Virginia Ray1956-07-22Scored 1.00
TPATPA-59340Virginia Ray1956-07-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cf2fbfc002
Escalated CLM-421234, top score 0.83, candidates MBR-030716

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 Virginia RayMBR-030716, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-421234 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-43941
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029808
Opened: 2026-10-19 19:54:36
Top score: 0.83