Steward case

CASE-003959

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

OpenCheckpointckpt-run-mvfoap9e-91123workflow paused, state held

Side-by-side comparison

Incoming CLM-414928 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414928incoming	#1MBR-029806Margaret Turner 0.831 rec. Best evidence: NameDate of birth
Name	Maggie Turner	Margaret Turner
Date of birth	1983-02-11 02/11/1983	1983-02-11
Member ID	— UNKNOWN	UHC-64447-70
SSN	— •••-••-N/A	—
Phone	— null	7704076777
Email	—	—
Address	—	4357 Highland Ave
City / state / ZIP	— NULL	Tucson, AZ, 85797
Group	GRP-2358	GRP-2358
Plan	— null	—
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-029806Margaret Turner0.83

Matched against CLM-414927, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-414927Margaret Turner1983-02-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394df8093b04
Escalated CLM-414928, top score 0.83, candidates MBR-029806

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 Margaret TurnerMBR-029806, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-414928 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-91123
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044982
Opened: 2026-10-19 19:54:36
Top score: 0.83