Steward case

CASE-000107

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

OpenCheckpointckpt-run-mvfoap9e-90845workflow paused, state held

Side-by-side comparison

Incoming CLM-404832 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404832incoming	#1MBR-000318Willie Greene 0.831 rec. Best evidence: NameDate of birth	#2MBR-008829Arthur Greene 0.604 rec. Best evidence: none ≥ 0.90
Name	Willie H Greene	Willie H Greene	Arthur W Greene
Date of birth	1988-07-26	1988-07-26	1988-06-27
Member ID	— null	UHC-19975-59	UHC-95001-21
SSN	—	•••-••-1666	•••-••-3545
Phone	—	5682204172	9006830550
Email	— -	—	arthur.greene@aol.com
Address	— null	8894 Union St	5078 Indian School Rd # 379
City / state / ZIP	— N/A, NULL	Charlotte, NC	Miami, FL
Group	GRP-2720	GRP-2720	GRP-8932
Plan	CORE-HMO	CORE-HMO	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record	CLM ×1ENR ×2TPA ×14 records

Evidence detail

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

▶#1MBR-000318Willie Greene0.83

Matched against ENR-106371, 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-106371Willie Greene1988-07-26Single record 1.00

▶#2MBR-008829Arthur Greene0.60

Matched against CLM-418862, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	0.60	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

CLMCLM-418862Arthur Greene1988-06-27Rule 0.99
ENRENR-124832Arthr Greene1988-06-27Rule 0.99
ENRENR-124831Arthur Greene1988-06-27Rule 0.99
TPATPA-58361Arthur Greene1988-06-27Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396d21b57d15
Escalated CLM-404832, top score 0.83, candidates MBR-000318, MBR-008829

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 Willie GreeneMBR-000318, score 0.83, 1 recordLinkLink to Arthur GreeneMBR-008829, score 0.60, 4 recordsLinkConfirm as a distinct identityCLM-404832 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-90845
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044904
Opened: 2026-10-19 19:54:36
Top score: 0.83