Steward case

CASE-004000

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

OpenCheckpointckpt-run-mvfoap9e-68290workflow paused, state held

Side-by-side comparison

Incoming CLM-406780 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406780incoming	#1MBR-030748Donna Russell 0.831 rec. Best evidence: NameDate of birth
Name	Donna V Russell Russell, Donna V	Donna Russell
Date of birth	1996-11-19	1996-11-19
Member ID	— N/A	UHC-11016-08
SSN	•••-••-6122	—
Phone	3658973097 13658973097	—
Email	donna.russell76@outlook.com	—
Address	—	7592 Sunset Blvd
City / state / ZIP	— null, N/A	Gilbert, AZ, 85214
Group	GRP-7085	GRP-7085
Plan	SELECT-EPO	—
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-030748Donna Russell0.83

Matched against CLM-406779, 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-406779Donna Russell1996-11-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39715c1bd5c9
Escalated CLM-406780, top score 0.83, candidates MBR-030748

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 Donna RussellMBR-030748, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406780 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-68290
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038992
Opened: 2026-10-19 19:54:36
Top score: 0.83