Steward case

CASE-000737

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

OpenCheckpointckpt-run-mvfoap9e-75017workflow paused, state held

Side-by-side comparison

Incoming CLM-419644 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419644incoming	#1MBR-029775Donald Willis 0.831 rec. Best evidence: Date of birth	#2MBR-041422Mason Wells 0.831 rec. Best evidence: NameDate of birth
Name	Mason Wells	Donald Willis	Mason Wells
Date of birth	2004-02-13	2004-02-13	2004-02-13
Member ID	—	UHC-08578-09	UHC-76605-77
SSN	— •••-••- N/A	•••-••-9610	—
Phone	— null	8689676514	2822414322
Email	—	donald.willis@aol.com	mason.wells@yahoo.com
Address	— NULL	3463 Lincoln Way	—
City / state / ZIP	— -	Tucson, AZ, 85714	—
Group	GRP-3033	GRP-2695	—
Plan	—	MEDICARE-ADV-B	—
Sources, records	CLM1 record	ENR ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-029775Donald Willis0.83

Matched against ENR-141624, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.72	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-141624Donald Willis2004-02-13Single record 1.00

▶#2MBR-041422Mason Wells0.83

Matched against PRV-25826, 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-25826Mason Wells2004-02-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3934c053d449
Escalated CLM-419644, top score 0.83, candidates MBR-029775, MBR-041422

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 Donald WillisMBR-029775, score 0.83, 1 recordLinkLink to Mason WellsMBR-041422, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-419644 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-75017
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040986
Opened: 2026-10-19 19:54:36
Top score: 0.83