Steward case

CASE-002257

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

OpenCheckpointckpt-run-mvfoap9e-78259workflow paused, state held

Side-by-side comparison

Incoming CLM-400432 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400432incoming	#1MBR-016939Bradley Carroll 0.835 rec. Best evidence: NameDate of birth
Name	Bradley Caarroll	Bradley U Carroll
Date of birth	2004-12-02	2004-12-02
Member ID	—	UHC-60033-71
SSN	— •••-••-UNKNOWN	•••-••-5819
Phone	— -	6947620897
Email	— NULL	bradley.carroll67@aol.com
Address	—	1790 Highland Ave
City / state / ZIP	— null, N/A, N/A	Columbus, OH, 43233
Group	— -	GRP-0258
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×3ENR ×1TPA ×15 records

Evidence detail

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

▶#1MBR-016939Bradley Carroll0.83

Matched against CLM-400430, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-400430Bradley Carroll2004-12-02Scored 1.00
CLMCLM-400429Bradley Carroll2004-12-02Scored 1.00
ENRENR-100589Bradley Carroll2004-12-02Scored 1.00
TPATPA-50183Bradley Carroll2004-12-02Scored 1.00
CLMCLM-400431Carroll Bradley2004-12-02Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39842daf51ca
Escalated CLM-400432, top score 0.83, candidates MBR-016939

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 Bradley CarrollMBR-016939, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-400432 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-mvfoap9e-78259
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041866
Opened: 2026-10-19 19:54:36
Top score: 0.83