Steward case

CASE-002135

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

OpenCheckpointckpt-run-mvjj6udb-21940workflow paused, state held

Side-by-side comparison

Incoming CLM-413021 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413021incoming	#1MBR-044862Kathleen Brooks 0.831 rec. Best evidence: NameDate of birth	#2MBR-008624Daniel Brooks 0.652 rec. Best evidence: none ≥ 0.90
Name	Kathleen Brooks Brooks, Kathleen	Kathleen Brooks	Daniel Brooks
Date of birth	1987-01-02	1987-01-02	1987-01-01
Member ID	— N/A	—	UHC-14086-28
SSN	— •••-••--	—	•••-••-3847
Phone	—	3443315594	7997001733
Email	— null	kathleen.brooks31@aol.com	—
Address	— N/A	8400 Broadway	5261 Ridge Rd
City / state / ZIP	— UNKNOWN, -	Tempe, AZ, 85216	Fresno, CA, 93749
Group	GRP-5265	—	GRP-3152
Plan	MEDICARE-ADV-A	—	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×11 record	ENR ×22 records

Evidence detail

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

▶#1MBR-044862Kathleen Brooks0.83

Matched against TPA-55726, 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

TPATPA-55726Kathleen Brooks1987-01-02Single record 1.00

▶#2MBR-008624Daniel Brooks0.65

Matched against ENR-128556, 2 fields compared, weighted score 0.653

Field	Similarity	Weight	Share	Note
Name	0.81	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-128556Daniel Brooks1987-01-01Rule 0.99
ENRENR-128555Daniel Brooks1987-01-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a664cb3a5b
Escalated CLM-413021, top score 0.83, candidates MBR-044862, MBR-008624

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 Kathleen BrooksMBR-044862, score 0.83, 1 recordLinkLink to Daniel BrooksMBR-008624, score 0.65, 2 recordsLinkConfirm as a distinct identityCLM-413021 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-21940
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017732
Opened: 2026-10-22 12:43:43
Top score: 0.83