Steward case

CASE-002144

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

OpenCheckpointckpt-run-mvjj6udb-9774workflow paused, state held

Side-by-side comparison

Incoming CLM-401472 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401472incoming	#1MBR-045712Willie Chen 0.831 rec. Best evidence: NameDate of birth
Name	Willie Chen	Willie Chen
Date of birth	1948-01-05	1948-01-05
Member ID	— NULL	UHC-53221-26
SSN	— •••-••-UNKNOWN	•••-••-5764
Phone	— N/A	2966266483
Email	— null	willie.chen47@aol.com
Address	—	4617 Park Pl
City / state / ZIP	— -	Scottsdale, AZ, 85287
Group	GRP-3412	GRP-3412
Plan	— N/A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-045712Willie Chen0.83

Matched against ENR-101914, 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-101914Willie Chen1948-01-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55328f308ad6
Escalated CLM-401472, top score 0.83, candidates MBR-045712

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 Willie ChenMBR-045712, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401472 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-9774
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-008715
Opened: 2026-10-22 12:43:43
Top score: 0.83