CASE-002095

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

OpenCheckpointckpt-run-mvjj6udb-49330workflow paused, state held

Side-by-side comparison

Incoming CLM-414876 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414876incoming	#1MBR-030209Heather Burton 0.833 rec. Best evidence: NameDate of birth
Name	Heather H Burton Heather H. Burton	Heather H Burton
Date of birth	2006-05-11	2006-05-11
Member ID	—	UHC-19857-94
SSN	—	•••-••-9500
Phone	— null	2033496757
Email	—	—
Address	— UNKNOWN	9594 Maple Ave
City / state / ZIP	— null, -	Orlando, FL, 32856
Group	— null	GRP-6101
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-030209Heather Burton0.83

Matched against ENR-119564, 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-119564Heather Burton2006-05-11Rule 0.99
CLMCLM-414875Heather Buton2006-05-11Rule 0.99
CLMCLM-414877Heather Burton2006-05-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5563ded9282d
Escalated CLM-414876, top score 0.83, candidates MBR-030209

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 Heather BurtonMBR-030209, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-414876 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-49330
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032165
Opened: 2026-10-22 12:43:43
Top score: 0.83