Steward case

CASE-003991

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

OpenCheckpointckpt-run-mvfoap9e-78232workflow paused, state held

Side-by-side comparison

Incoming CLM-417234 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417234incoming	#1MBR-017324Sophia Larson 0.834 rec. Best evidence: NameDate of birth
Name	Sophia Larson	Sophia Larson
Date of birth	1987-04-20 4/20/1987	1987-04-20
Member ID	—	UHC-69834-51
SSN	— •••-••-N/A	•••-••-2020
Phone	— -	3029012528
Email	—	sophia.larson@hotmail.com
Address	— null	6801 Washington St
City / state / ZIP	— null, UNKNOWN	Tempe, AZ, 85263
Group	GRP-0695	GRP-0695
Plan	— -	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×1PRV ×1CLM ×14 records

Evidence detail

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

▶#1MBR-017324Sophia Larson0.83

Matched against ENR-122703, 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

TPATPA-57611Sophia LarsonScored 1.00
ENRENR-122703Sophia Larson1987-04-20Scored 1.00
PRVPRV-25106Sophia Larson1987-04-20Rule 0.99
CLMCLM-417235Sophia Larson1987-04-20Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395f2cc8213b
Escalated CLM-417234, top score 0.83, candidates MBR-017324

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 Sophia LarsonMBR-017324, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-417234 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-78232
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041858
Opened: 2026-10-19 19:54:36
Top score: 0.83