Steward case

CASE-001431

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

OpenCheckpointckpt-run-mvfoap9e-81842workflow paused, state held

Side-by-side comparison

Incoming CLM-424970 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424970incoming	#1MBR-015742Jacob Kelly 0.832 rec. Best evidence: NameDate of birth
Name	Jacob Kelly	Jacob A Kelly
Date of birth	1987-12-10 12/10/1987	1987-12-10
Member ID	— -	UHC-59781-92
SSN	•••-••-5214	—
Phone	6147302300 +1 614 730 2300	—
Email	— -	jacob.kelly@gmail.com
Address	— -	9215 Valley View Dr
City / state / ZIP	— null, NULL , UNKNOWN	Charlotte, NC, 28208
Group	GRP-9832	GRP-9832
Plan	— null	MEDICARE-ADV-B
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-015742Jacob Kelly0.83

Matched against ENR-132641, 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-132641Jacob Kelly1987-12-10Rule 0.96
CLMCLM-424969Kelly Jacob1988-12-10Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395e9df703ae
Escalated CLM-424970, top score 0.83, candidates MBR-015742

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 Jacob KellyMBR-015742, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424970 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-81842
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042777
Opened: 2026-10-19 19:54:36
Top score: 0.83