Steward case

CASE-003768

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

OpenCheckpointckpt-run-mvfoap9e-81197workflow paused, state held

Side-by-side comparison

Incoming CLM-423400 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423400incoming	#1MBR-025239Carolyn Martin 0.835 rec. Best evidence: NameDate of birth
Name	Carolyn J Martin Martin, Carolyn J.	Carolyn J Martin
Date of birth	1986-03-17	1986-03-17
Member ID	— N/A	UHC-41069-52
SSN	— •••-••--	•••-••-3078
Phone	— N/A	4282790462
Email	— UNKNOWN	carolyn.martin98@gmail.com
Address	— -	5919 Church St
City / state / ZIP	— -, -	Plano, TX
Group	GRP-1893	GRP-1893
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×1ENR ×1CLM ×35 records

Evidence detail

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

▶#1MBR-025239Carolyn Martin0.83

Matched against ENR-130596, 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

PRVPRV-26905Carolyn MartinScored 1.00
ENRENR-130596Carolyn Martin1986-03-17Scored 1.00
CLMCLM-423401Carolyn Martin1986-03-17Scored 1.00
CLMCLM-423403Carolyn Martin1986-03-17Scored 1.00
CLMCLM-423402Carolyn Martin1986-03-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3947ac9d4574
Escalated CLM-423400, top score 0.83, candidates MBR-025239

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 Carolyn MartinMBR-025239, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-423400 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-81197
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042600
Opened: 2026-10-19 19:54:36
Top score: 0.83