Steward case

CASE-003892

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

OpenCheckpointckpt-run-mvfoap9e-40661workflow paused, state held

Side-by-side comparison

Incoming CLM-421231 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421231incoming	#1MBR-029408Catherine Anderson 0.832 rec. Best evidence: Name
Name	Catherine Anderson	Catherine Z Anderson
Date of birth	— 2086-19-86	1980-11-28
Member ID	UHC-68010-04	UHC-79718-58
SSN	— •••-••- UNKNOWN	—
Phone	— UNKNOWN	9527434729
Email	—	catherine.anderson9@proton.me
Address	—	2226 Oak St
City / state / ZIP	— -,	San Antonio, TX, 78272
Group	—	GRP-8337
Plan	— null	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-029408Catherine Anderson0.83

Matched against TPA-50408, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-101158Catherine Anderson1980-11-28Scored 1.00
TPATPA-50408Catherine AndersonScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39296447abf1
Escalated CLM-421231, top score 0.83, candidates MBR-029408

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 Catherine AndersonMBR-029408, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-421231 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-40661
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028302
Opened: 2026-10-19 19:54:36
Top score: 0.83