Steward case

CASE-000296

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

OpenCheckpointckpt-run-mvfoap9e-65667workflow paused, state held

Side-by-side comparison

Incoming CLM-427696 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427696incoming	#1MBR-002934Billy Henderson 0.833 rec. Best evidence: NameDate of birth
Name	Billy Henderson	Billy U Henderson
Date of birth	1995-12-27	1995-12-27
Member ID	— NULL	UHC-53069-38
SSN	—	•••-••-8434
Phone	— null	6126603099
Email	— null	billy.henderson62@yahoo.com
Address	—	1253 Lake View Rd
City / state / ZIP	— N/A, null, NULL	Eden Prairie, MN, 55342
Group	GRP-5473	GRP-5473
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-002934Billy Henderson0.83

Matched against ENR-136312, 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-136312Billy Henderson1995-12-27Scored 1.00
CLMCLM-427695Billy Henderson1995-12-27Scored 1.00
CLMCLM-427697Billy Henderson1995-12-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3939798616cc
Escalated CLM-427696, top score 0.83, candidates MBR-002934

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 Billy HendersonMBR-002934, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-427696 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-65667
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038150
Opened: 2026-10-19 19:54:36
Top score: 0.83