Steward case

CASE-000069

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

OpenCheckpointckpt-run-mvfoap9e-10477workflow paused, state held

Side-by-side comparison

Incoming CLM-418607 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418607incoming	#1MBR-000184Ruth Weber 0.833 rec. Best evidence: NameDate of birth
Name	Ruth Weber	Ruth Weber
Date of birth	1940-05-24	1940-05-24
Member ID	— NULL	UHC-58634-65
SSN	—	•••-••-3952
Phone	— UNKNOWN	2436066165
Email	— UNKNOWN	ruth.weber@hotmail.com
Address	— null	9877 Market St
City / state / ZIP	— null, UNKNOWN	Glendale, AZ, 85334
Group	GRP-4319	GRP-4319
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1PRV ×23 records

Evidence detail

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

▶#1MBR-000184Ruth Weber0.83

Matched against ENR-124483, 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

ENRENR-124483Ruth Weber1940-05-24Scored 1.00
PRVPRV-25518Ruth Weber1940-05-24Scored 1.00
PRVPRV-25519Ruth Weber1940-05-24Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e9eab57444
Escalated CLM-418607, top score 0.83, candidates MBR-000184

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 Ruth WeberMBR-000184, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-418607 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-10477
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009282
Opened: 2026-10-19 19:54:36
Top score: 0.83