Steward case

CASE-000202

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

OpenCheckpointckpt-run-mvfoap9e-14321workflow paused, state held

Side-by-side comparison

Incoming CLM-429039 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429039incoming	#1MBR-043739Aaron Howell 0.832 rec. Best evidence: NameDate of birth
Name	Aaron D Howell	Aaron D Howell
Date of birth	1979-08-15	1979-08-15
Member ID	— N/A	UHC-17844-07
SSN	—	•••-••-1459
Phone	2212964125 221-296-4125	—
Email	—	aaron.howell22@gmail.com
Address	—	347 Hillcrest Rd
City / state / ZIP	— UNKNOWN, N/A, N/A	Tampa, FL, 33611
Group	GRP-2360	GRP-2360
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-043739Aaron Howell0.83

Matched against ENR-138060, 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-138060Aaron Howell1979-08-15Rule 0.99
ENRENR-138059Aaron Howell1979-08-15Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39152194b6e3
Escalated CLM-429039, top score 0.83, candidates MBR-043739

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 Aaron HowellMBR-043739, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-429039 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-14321
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012325
Opened: 2026-10-19 19:54:36
Top score: 0.83