Steward case

CASE-003659

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

OpenCheckpointckpt-run-mvfoap9e-65182workflow paused, state held

Side-by-side comparison

Incoming CLM-430372 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430372incoming	#1MBR-024932Linda Burton 0.831 rec. Best evidence: NameDate of birth
Name	Linda Burton	Linda Burton
Date of birth	1956-01-25 19560125	1956-01-25
Member ID	— null	UHC-39412-86
SSN	— •••-••-NULL	•••-••-4233
Phone	—	—
Email	linda.burton@aol.com	—
Address	—	6114 Apache Blvd
City / state / ZIP	— N/A, N/A	Austin, TX, 78720
Group	GRP-1118	GRP-1118
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-024932Linda Burton0.83

Matched against CLM-430371, 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-430371Linda Burton1956-01-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ab0538fba4
Escalated CLM-430372, top score 0.83, candidates MBR-024932

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 Linda BurtonMBR-024932, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430372 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-65182
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037981
Opened: 2026-10-19 19:54:36
Top score: 0.83