Steward case

CASE-000239

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

OpenCheckpointckpt-run-mvfoap9e-61622workflow paused, state held

Side-by-side comparison

Incoming CLM-418116 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418116incoming	#1MBR-017792Kimberly Burns 0.833 rec. Best evidence: NameDate of birth	#2MBR-022706Ken Barnes 0.662 rec. Best evidence: none ≥ 0.90
Name	Kimberly Burns	Kimberly Burns	Ken Barnes
Date of birth	1982-01-20	1982-01-20	1982-10-20
Member ID	— UNKNOWN	—	UHC-22269-87
SSN	•••-••-7004	—	•••-••-7315
Phone	— UNKNOWN	2305487241	2527899354
Email	— null	—	—
Address	—	3423 Camelback Rd Apt 19	737 Oak St
City / state / ZIP	— -	Tempe, AZ, 85256	Chandler, AZ, 85240
Group	— -	GRP-9814	GRP-5419
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2PRV ×13 records	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-017792Kimberly Burns0.83

Matched against CLM-418115, 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

CLMCLM-418115Kimberly Burns1982-01-20Scored 1.00
PRVPRV-25374Kimberly Burns1982-01-20Scored 1.00
CLMCLM-418114Kimberly Burns1982-01-20Scored 0.93

▶#2MBR-022706Ken Barnes0.66

Matched against CLM-429236, 2 fields compared, weighted score 0.664

Field	Similarity	Weight	Share	Note
Name	0.73	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-138360Ken Barnes1982-10-20Rule 0.99
CLMCLM-429236Ken Barnes1982-10-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391ddad87324
Escalated CLM-418116, top score 0.83, candidates MBR-017792, MBR-022706

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 Kimberly BurnsMBR-017792, score 0.83, 3 recordsLinkLink to Ken BarnesMBR-022706, score 0.66, 2 recordsLinkConfirm as a distinct identityCLM-418116 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-61622
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036756
Opened: 2026-10-19 19:54:36
Top score: 0.83