Steward case

CASE-003828

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

OpenCheckpointckpt-run-mvfoap9e-86117workflow paused, state held

Side-by-side comparison

Incoming CLM-424388 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424388incoming	#1MBR-027255Sofia Montgomery 0.832 rec. Best evidence: NameDate of birth
Name	Sofia K Montgomery	Sofia K Montgomery
Date of birth	1943-11-05 05-11-1943	1943-11-05
Member ID	—	UHC-74662-82
SSN	— •••-••-NULL	•••-••-0309
Phone	— N/A	3275451987
Email	— NULL	sofia.montgomery31@icloud.com
Address	—	9440 Canyon Rd
City / state / ZIP	— UNKNOWN, -	Glendale, AZ, 85329
Group	GRP-6469	GRP-6469
Plan	—	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-027255Sofia Montgomery0.83

Matched against CLM-424389, 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

CLMCLM-424389Sofia Montogmery1943-11-05Rule 0.97
ENRENR-131871Sofia Montgomery1943-11-05Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395190af8c9f
Escalated CLM-424388, top score 0.83, candidates MBR-027255

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 Sofia MontgomeryMBR-027255, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424388 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-86117
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043806
Opened: 2026-10-19 19:54:36
Top score: 0.83