Steward case

CASE-000303

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

OpenCheckpointckpt-run-mvfoap9e-73099workflow paused, state held

Side-by-side comparison

Incoming CLM-405416 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405416incoming	#1MBR-015528Roger Carroll 0.835 rec. Best evidence: NameDate of birth
Name	Roger Carroll	Roger E Carroll
Date of birth	1972-03-04 03/04/72	1972-03-04
Member ID	—	UHC-21603-47
SSN	—	•••-••-4621
Phone	— NULL	3613523313
Email	— UNKNOWN	roger.carroll@aol.com
Address	—	8894 Pine Dr
City / state / ZIP	— NULL, N/A, N/A	Plano, TX, 75047
Group	— UNKNOWN	GRP-4695
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×2CLM ×35 records

Evidence detail

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

▶#1MBR-015528Roger Carroll0.83

Matched against ENR-107130, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-107130Rogre Carroll1972-03-04Scored 0.99
CLMCLM-405419Roger Carroll1972-03-04Scored 1.00
ENRENR-107129Roger Carroll1972-03-04Rule 0.99
CLMCLM-405418Roger Carroll1972-03-04Scored 1.00
CLMCLM-405417Roger Carroll1972-03-04Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391000fcac84
Escalated CLM-405416, top score 0.83, candidates MBR-015528

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 Roger CarrollMBR-015528, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-405416 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-73099
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040452
Opened: 2026-10-19 19:54:36
Top score: 0.83