CASE-001948

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

OpenCheckpointckpt-run-mvjj6udb-31624workflow paused, state held

Side-by-side comparison

Incoming CLM-410057 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410057incoming	#1MBR-030737Randy Mason 0.832 rec. Best evidence: NameDate of birth
Name	Randy Mason	Randy Mason
Date of birth	1959-10-09 10/9/1959	1959-10-09
Member ID	— NULL	UHC-99251-17
SSN	—	•••-••-1867
Phone	— -	9718315883
Email	—	randy.mason36@outlook.com
Address	— N/A	3911 Lincoln Way
City / state / ZIP	— null	Scottsdale, AZ, 85205
Group	—	GRP-6978
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-030737Randy Mason0.83

Matched against CLM-410056, 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

CLMCLM-410056Randy Mason1959-10-09Rule 0.97
ENRENR-113261Randy Mason1959-10-09Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fd06f48308
Escalated CLM-410057, top score 0.83, candidates MBR-030737

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 Randy MasonMBR-030737, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410057 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-31624
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023675
Opened: 2026-10-22 12:43:43
Top score: 0.83