Steward case

CASE-003899

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

OpenCheckpointckpt-run-mvjj6udb-59969workflow paused, state held

Side-by-side comparison

Incoming CLM-422188 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422188incoming	#1MBR-028513Hoffman Marilyn 0.832 rec. Best evidence: NameDate of birth
Name	Marilyn Hoffman	Hoffman E Marilyn
Date of birth	1954-01-12 19540112	1954-01-12
Member ID	— NULL	UHC-37385-12
SSN	— •••-••-null	•••-••-9206
Phone	— -	8332009817
Email	— N/A	marilyn.hoffman47@proton.me
Address	—	1148 Market St
City / state / ZIP	— N/A, NULL, null	Los Angeles, CA, 90000
Group	— N/A	GRP-7449
Plan	CORE-HMO	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-028513Hoffman Marilyn0.83

Matched against CLM-422187, 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-422187Marilyn Hoffman1954-01-12Rule 0.99
ENRENR-129080Hoffman Marilyn1954-01-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e4402edcda
Escalated CLM-422188, top score 0.83, candidates MBR-028513

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 Hoffman MarilynMBR-028513, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-422188 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-59969
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036198
Opened: 2026-10-22 12:43:43
Top score: 0.83