Steward case

CASE-001859

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

OpenCheckpointckpt-run-mvfoap9e-33970workflow paused, state held

Side-by-side comparison

Incoming CLM-400119 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400119incoming	#1MBR-027480Kyle Carr 0.832 rec. Best evidence: NameDate of birth
Name	Kyle Carr	Kyle S Carr
Date of birth	1978-09-07 07-09-1978	1978-09-07
Member ID	— null	UHC-69458-57
SSN	— •••-••--	•••-••-9559
Phone	— null	3829425171
Email	— NULL	kyle.carr87@hotmail.com
Address	—	8327 Apache Blvd
City / state / ZIP	— -	Scottsdale, AZ, 85275
Group	— -	GRP-3637
Plan	— N/A	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-027480Kyle Carr0.83

Matched against ENR-100168, 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-100168Kyle Carr1978-09-07Scored 1.00
TPATPA-50042Kyle Carr1978-09-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392331b11f5b
Escalated CLM-400119, top score 0.83, candidates MBR-027480

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 Kyle CarrMBR-027480, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-400119 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-33970
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024971
Opened: 2026-10-19 19:54:36
Top score: 0.83