Steward case

CASE-000237

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

OpenCheckpointckpt-run-mvfoap9e-77540workflow paused, state held

Side-by-side comparison

Incoming CLM-405275 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405275incoming	#1MBR-040678Roy Hansen 0.831 rec. Best evidence: NameDate of birth	#2MBR-035237Roy Hansen 0.602 rec. Best evidence: Name
Name	Roy Hansen	Roy Q Hansen	Roy N Hansen
Date of birth	1946-02-13	1946-02-13	1946-08-14
Member ID	—	UHC-85927-31	UHC-25734-43
SSN	—	•••-••-0131	•••-••-3273
Phone	—	2544746965	2473901544
Email	— UNKNOWN	roy.hansen@aol.com	roy.hansen@proton.me
Address	— null	8131 Pine Dr	3041 Canyon Rd
City / state / ZIP	— N/A	Austin, TX, 78719	Tampa, FL, 33618
Group	GRP-0534	GRP-0534	GRP-8623
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record	ENR ×22 records

Evidence detail

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

▶#1MBR-040678Roy Hansen0.83

Matched against ENR-106906, 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-106906Roy Hansen1946-02-13Single record 1.00

▶#2MBR-035237Roy Hansen0.60

Matched against ENR-117375, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.20	3	50%	year_only

Guard: noneConflicts: none

Records in this identity

ENRENR-117375Roy Hansen1946-08-14Rule 0.96
ENRENR-117374Roy HansenRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39acaf1ffa61
Escalated CLM-405275, top score 0.83, candidates MBR-040678, MBR-035237

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 Roy HansenMBR-040678, score 0.83, 1 recordLinkLink to Roy HansenMBR-035237, score 0.60, 2 recordsLinkConfirm as a distinct identityCLM-405275 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-77540
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041670
Opened: 2026-10-19 19:54:36
Top score: 0.83