Steward case

CASE-000653

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

OpenCheckpointckpt-run-mvfoap9e-96139workflow paused, state held

Side-by-side comparison

Incoming CLM-417171 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417171incoming	#1MBR-018421Joe Graham 0.831 rec. Best evidence: NameDate of birth
Name	Joe Graham Graham, Joe	Joe Graham
Date of birth	1951-01-08 08-01-1951	1951-01-08
Member ID	—	UHC-51875-48
SSN	—	•••-••-0205
Phone	— NULL	2934411999
Email	—	joe.graham98@aol.com
Address	—	9427 Mountain View Dr
City / state / ZIP	— N/A, N/A, N/A	Tampa, FL, 33669
Group	GRP-4681	GRP-4681
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
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-018421Joe Graham0.83

Matched against ENR-122608, 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

ENRENR-122608Joe Graham1951-01-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398f0a8578dc
Escalated CLM-417171, top score 0.83, candidates MBR-018421

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 Joe GrahamMBR-018421, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-417171 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-96139
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046059
Opened: 2026-10-19 19:54:36
Top score: 0.83