Steward case

CASE-001688

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

OpenCheckpointckpt-run-mvjj6udb-43886workflow paused, state held

Side-by-side comparison

Incoming CLM-420535 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420535incoming	#1MBR-045020Sean Howell 0.831 rec. Best evidence: NameDate of birth	#2MBR-032023Helen Howell 0.681 rec. Best evidence: none ≥ 0.90
Name	Sean Howell	Sean Howell	Helen Howell
Date of birth	1982-03-16	1982-03-16	1982-03-10
Member ID	—	UHC-57319-58	UHC-21382-12
SSN	— •••-••--	•••-••-3701	•••-••-1835
Phone	—	2163551879	2549323392
Email	sean.howell@icloud.com	—	—
Address	—	9674 Park Pl	882 Maple Ave
City / state / ZIP	— -,	Tempe, AZ, 85261	Orlando, FL, 32858
Group	GRP-9194	GRP-9194	GRP-3615
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-045020Sean Howell0.83

Matched against ENR-127015, 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-127015Sean Howell1982-03-16Single record 1.00

▶#2MBR-032023Helen Howell0.68

Matched against ENR-132647, 2 fields compared, weighted score 0.677

Field	Similarity	Weight	Share	Note
Name	0.85	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-132647Helen Howell1982-03-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552aa58c6656
Escalated CLM-420535, top score 0.83, candidates MBR-045020, MBR-032023

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 Sean HowellMBR-045020, score 0.83, 1 recordLinkLink to Helen HowellMBR-032023, score 0.68, 1 recordLinkConfirm as a distinct identityCLM-420535 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-mvjj6udb-43886
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029785
Opened: 2026-10-22 12:43:43
Top score: 0.83