Steward case

CASE-004133

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

OpenCheckpointckpt-run-mvfoap9e-56451workflow paused, state held

Side-by-side comparison

Incoming CLM-429925 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429925incoming	#1MBR-020350Stephanie Freeman 0.833 rec. Best evidence: Name
Name	Stephen Freeman	Stephanie J Freeman
Date of birth	— 9191-10-18	1997-07-08
Member ID	—	UHC-23974-43
SSN	— •••-••-UNKNOWN	•••-••-9641
Phone	—	4435742466
Email	— -	stephanie.freeman62@yahoo.com
Address	— N/A	8960 Spring St
City / state / ZIP	— -	Chandler, AZ, 85294
Group	— -	GRP-5051
Plan	CHOICE-PLUS-PPO	CORE-HMO
Sources, records	CLM1 record	ENR ×33 records

Evidence detail

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

▶#1MBR-020350Stephanie Freeman0.83

Matched against ENR-112394, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-112393Stephanie Freeman1997-07-08Rule 0.99
ENRENR-112392Stephanie Freeman1997-07-08Rule 0.99
ENRENR-112394Stephanie FreemanRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398c04b6aa69
Escalated CLM-429925, top score 0.83, candidates MBR-020350

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 Stephanie FreemanMBR-020350, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-429925 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-56451
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034911
Opened: 2026-10-19 19:54:36
Top score: 0.83