Steward case

CASE-002306

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

OpenCheckpointckpt-run-mvfoap9e-93861workflow paused, state held

Side-by-side comparison

Incoming CLM-405660 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405660incoming	#1MBR-009850Brenda Harris 0.832 rec. Best evidence: NameDate of birth
Name	Brenda Harris	Brenda Harris
Date of birth	1985-10-08 10/8/1985	1985-10-08
Member ID	—	UHC-30691-44
SSN	•••-••-0495	—
Phone	— null	—
Email	—	brenda.harris85@proton.me
Address	—	4126 Lake View Rd # 301
City / state / ZIP	—	Plano, TX
Group	GRP-4550	GRP-4550
Plan	MEDICARE-ADV-B	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-009850Brenda Harris0.83

Matched against ENR-107441, 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-107441Brenda Harris1985-10-08Rule 0.99
CLMCLM-405661Brenda Harris1985-10-08Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39162fee7b24
Escalated CLM-405660, top score 0.83, candidates MBR-009850

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 Brenda HarrisMBR-009850, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405660 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-93861
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045569
Opened: 2026-10-19 19:54:36
Top score: 0.83