Steward case

CASE-000649

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

OpenCheckpointckpt-run-mvfoap9e-30117workflow paused, state held

Side-by-side comparison

Incoming CLM-418741 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418741incoming	#1MBR-024955Ronald Long 0.834 rec. Best evidence: NameDate of birth
Name	Ronald Long	Ronald Long
Date of birth	1972-07-10 10-07-1972	1972-07-10
Member ID	—	UHC-17595-06
SSN	—	•••-••-9594
Phone	—	5102469841
Email	—	ronald.long@gmail.com
Address	—	3301 Oak St Apt 33
City / state / ZIP	— null	Charlotte, NC, 28270
Group	—	GRP-5555
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×2ENR ×1CLM ×14 records

Evidence detail

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

▶#1MBR-024955Ronald Long0.83

Matched against PRV-25571, 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

PRVPRV-25571Ronald Long1972-07-10Scored 1.00
PRVPRV-25570Ronald Long1972-07-10Scored 1.00
ENRENR-124663Ronald LongRule 0.96
CLMCLM-418742Ronald Long1972-07-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3993f25a7286
Escalated CLM-418741, top score 0.83, candidates MBR-024955

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 Ronald LongMBR-024955, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-418741 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-30117
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022813
Opened: 2026-10-19 19:54:36
Top score: 0.83