Steward case

CASE-004045

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

OpenCheckpointckpt-run-mvfoap9e-81591workflow paused, state held

Side-by-side comparison

Incoming CLM-420802 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420802incoming	#1MBR-031722Angela Cole 0.834 rec. Best evidence: NameDate of birth
Name	Angela Cole	Angela P Cole
Date of birth	1959-05-24	1959-05-24
Member ID	— -	UHC-48801-96
SSN	— •••-••-N/A	•••-••-0076
Phone	—	6924039409
Email	— UNKNOWN	—
Address	— NULL	8885 Lincoln Way
City / state / ZIP	— N/A	Las Vegas, NV, 89158
Group	— -	GRP-9586
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×1TPA ×1PRV ×14 records

Evidence detail

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

▶#1MBR-031722Angela Cole0.83

Matched against CLM-420801, 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-420801Angela Cole1959-05-24Rule 0.99
ENRENR-127344Angella Cole1959-05-24Rule 0.99
TPATPA-59127Angela Cle1959-05-24Scored 0.98
PRVPRV-26147Angela Cole1959-05-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39833b536eeb
Escalated CLM-420802, top score 0.83, candidates MBR-031722

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 Angela ColeMBR-031722, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-420802 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-81591
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042708
Opened: 2026-10-19 19:54:36
Top score: 0.83