Steward case

CASE-003759

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

OpenCheckpointckpt-run-mvjj6udb-53492workflow paused, state held

Side-by-side comparison

Incoming CLM-429064 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429064incoming	#1MBR-025773Margareet Stewart 0.832 rec. Best evidence: NameDate of birth
Name	Margaret Stewart	Margareet Stewart
Date of birth	1978-04-20 Apr 20, 1978	1978-04-20
Member ID	—	UHC-19455-68
SSN	— •••-••-UNKNOWN	•••-••-7303
Phone	— NULL	6209068342
Email	— UNKNOWN	margaret.stewart@outlook.com
Address	— null	3045 Willow Ct
City / state / ZIP	— null, NULL, -	Phoenix, AZ, 85088
Group	GRP-9064	GRP-9064
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
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-025773Margareet Stewart0.83

Matched against ENR-138104, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-138104Margareet Stewart1978-04-20Scored 0.99
PRVPRV-28531Margart Stewart1978-04-20Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e3f279a44e
Escalated CLM-429064, top score 0.83, candidates MBR-025773

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 Margareet StewartMBR-025773, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-429064 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-53492
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033786
Opened: 2026-10-22 12:43:43
Top score: 0.83