Steward case

CASE-000193

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

OpenCheckpointckpt-run-mvfoap9e-24735workflow paused, state held

Side-by-side comparison

Incoming CLM-432178 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432178incoming	#1MBR-002297Keith Rice 0.833 rec. Best evidence: NameDate of birth
Name	Keith Rice	Keith F Rice
Date of birth	1991-07-18	1991-07-18
Member ID	—	UHC-84777-32
SSN	— •••-••-UNKNOWN	•••-••-5550
Phone	—	5092057851
Email	—	keith.rice74@hotmail.com
Address	— NULL	1580 Lake View Rd
City / state / ZIP	— UNKNOWN, -, null	Tampa, FL, 33675
Group	GRP-8319	GRP-8319
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-002297Keith Rice0.83

Matched against ENR-142266, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-142266Keith Rce1991-07-18Rule 0.99
CLMCLM-432177Keith Rice1991-07-18Scored 1.00
TPATPA-64209Keith Rice1991-07-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39aa30c57a89
Escalated CLM-432178, top score 0.83, candidates MBR-002297

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 Keith RiceMBR-002297, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-432178 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-24735
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019570
Opened: 2026-10-19 19:54:36
Top score: 0.83