Steward case

CASE-002221

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

OpenCheckpointckpt-run-mvjj6udb-40159workflow paused, state held

Side-by-side comparison

Incoming CLM-425415 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425415incoming	#1MBR-044624Willie Roberts 0.832 rec. Best evidence: NameDate of birth
Name	Willie Roberts Roberts, Willie	Willie L Roberts
Date of birth	1980-05-25	1980-05-25
Member ID	—	UHC-15064-57
SSN	— •••-••--	•••-••-0680
Phone	—	2079058104
Email	— -	willie.roberts33@outlook.com
Address	—	5222 Ridge Rd
City / state / ZIP	—	Miami, FL, 33107
Group	— N/A	GRP-0926
Plan	NAVIGATE-HMO	NAVIGATE-HMO
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-044624Willie Roberts0.83

Matched against ENR-133234, 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-133234Willie Roberts1980-05-25Rule 0.99
CLMCLM-425416Willie Roberts1980-05-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b0169f73ab
Escalated CLM-425415, top score 0.83, candidates MBR-044624

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 RobertsMBR-044624, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-425415 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-40159
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028079
Opened: 2026-10-22 12:43:43
Top score: 0.83