Steward case

CASE-002152

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

OpenCheckpointckpt-run-mvjj6udb-53326workflow paused, state held

Side-by-side comparison

Incoming CLM-421863 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421863incoming	#1MBR-020280Walter Brooks 0.832 rec. Best evidence: NameDate of birth
Name	Walter H Brooks	Walter H Brooks
Date of birth	1951-10-09 09-10-1951	1951-10-09
Member ID	— NULL	UHC-01528-36
SSN	—	•••-••-7418
Phone	— 7557640	7467557640
Email	— -	walter.brooks@gmail.com
Address	— N/A	2178 Washington St
City / state / ZIP	— NULL, null, -	Phoenix, AZ, 85041
Group	— null	GRP-8886
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-020280Walter Brooks0.83

Matched against ENR-128632, 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-128632Walter Brooks1951-10-09Rule 0.99
CLMCLM-421862Walter Brooks1951-10-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551847ce9dff
Escalated CLM-421863, top score 0.83, candidates MBR-020280

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 Walter BrooksMBR-020280, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-421863 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-53326
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033722
Opened: 2026-10-22 12:43:43
Top score: 0.83