Steward case

CASE-000330

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

OpenCheckpointckpt-run-mvfoap9e-13866workflow paused, state held

Side-by-side comparison

Incoming CLM-416990 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416990incoming	#1MBR-000986Douglas Howell 0.832 rec. Best evidence: NameDate of birth
Name	Douglas D Howell	Douglas D Howell
Date of birth	1959-05-10 19590510	1959-05-10
Member ID	—	UHC-59326-05
SSN	— •••-••-N/A	•••-••-9651
Phone	— -	7455862120
Email	— N/A	—
Address	—	275 Apache Blvd
City / state / ZIP	— , null	Minneapolis, MN, 55417
Group	GRP-8009	GRP-8009
Plan	— null	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-000986Douglas Howell0.83

Matched against CLM-416989, 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-416989Douglas Howell1959-05-10Rule 0.99
ENRENR-122359Douglas Howell1959-05-10Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397b223b5c98
Escalated CLM-416990, top score 0.83, candidates MBR-000986

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 Douglas HowellMBR-000986, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-416990 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-13866
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011981
Opened: 2026-10-19 19:54:36
Top score: 0.83