Steward case

CASE-001430

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

OpenCheckpointckpt-run-mvfoap9e-59449workflow paused, state held

Side-by-side comparison

Incoming CLM-432134 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432134incoming	#1MBR-008634Maria Welch 0.832 rec. Best evidence: NameDate of birth
Name	Maria W Welch MARIA W. WELCH	Maria W Welch
Date of birth	1950-04-01 4/1/1950	1950-04-01
Member ID	—	UHC-40855-94
SSN	—	•••-••-3123
Phone	—	—
Email	—	—
Address	— -	5189 Camelback Rd # 798
City / state / ZIP	— N/A	Jacksonville, FL, 32254
Group	GRP-0238	GRP-0238
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-008634Maria Welch0.83

Matched against ENR-142197, 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-142197Maria Welch1950-04-01Rule 0.99
CLMCLM-432133Maria Welch1950-04-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397b90e6a299
Escalated CLM-432134, top score 0.83, candidates MBR-008634

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 Maria WelchMBR-008634, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-432134 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-59449
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036017
Opened: 2026-10-19 19:54:36
Top score: 0.83