Steward case

CASE-000342

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

OpenCheckpointckpt-run-mvfoap9e-44826workflow paused, state held

Side-by-side comparison

Incoming CLM-431641 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431641incoming	#1MBR-025752Christian Wells 0.832 rec. Best evidence: NameDate of birth
Name	Christian Wells Wells, Christian	Christian D Wells
Date of birth	1946-07-26 19460726	1946-07-26
Member ID	—	UHC-13539-06
SSN	— •••-••-N/A	•••-••-6984
Phone	—	3745466544
Email	— -	christian.wells@aol.com
Address	3640 Indian School Rd	9255 Lake View Rd # 680
City / state / ZIP	Los Angeles, CA, 90042	Atlanta, GA, 30365
Group	GRP-2250	GRP-2250
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-025752Christian Wells0.83

Matched against TPA-63974, 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

TPATPA-63974Christian Wells1946-07-26Rule 0.97
ENRENR-141543Christian Wells1946-07-26Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396a4d50ac30
Escalated CLM-431641, top score 0.83, candidates MBR-025752

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 Christian WellsMBR-025752, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-431641 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-44826
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030227
Opened: 2026-10-19 19:54:36
Top score: 0.83