Steward case

CASE-000497

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

OpenCheckpointckpt-run-mvfoap9e-91782workflow paused, state held

Side-by-side comparison

Incoming CLM-409732 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409732incoming	#1MBR-019928Rachhel Brooks 0.831 rec. Best evidence: NameDate of birth
Name	Rachel Brooks	Rachhel H Brooks
Date of birth	1990-09-18	1990-09-18
Member ID	— null	UHC-42063-06
SSN	— •••-••-UNKNOWN	•••-••-8873
Phone	—	9498743301
Email	— UNKNOWN	rachel.brooks10@yahoo.com
Address	— UNKNOWN	1528 Central Ave
City / state / ZIP	— null , -, UNKNOWN	Jacksonville, FL, 32234
Group	GRP-9957	GRP-9957
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-019928Rachhel Brooks0.83

Matched against ENR-112793, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-112793Rachhel Brooks1990-09-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ab73ab5b0b
Escalated CLM-409732, top score 0.83, candidates MBR-019928

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 Rachhel BrooksMBR-019928, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409732 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-91782
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045117
Opened: 2026-10-19 19:54:36
Top score: 0.83