Steward case

CASE-002416

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

OpenCheckpointckpt-run-mvjj6udb-31154workflow paused, state held

Side-by-side comparison

Incoming CLM-407623 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407623incoming	#1MBR-020625William McDonald 0.832 rec. Best evidence: NameDate of birth	#2MBR-023395William McDonald 0.831 rec. Best evidence: NameDate of birth
Name	William O McDonald McDonald, William O	William O McDonald	William O McDonald
Date of birth	1987-08-17	1987-08-17	1987-08-17
Member ID	— -	UHC-04365-74	—
SSN	— •••-••--	•••-••-2402	—
Phone	— -	5639889435	—
Email	— N/A	—	—
Address	—	2281 Pine Dr	—
City / state / ZIP	— -, NULL, -	Las Vegas, NV	—
Group	GRP-4289	GRP-4289	GRP-4289
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×12 records	CLM ×11 record

Evidence detail

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

▶#1MBR-020625William McDonald0.83

Matched against PRV-22252, 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

PRVPRV-22252William McDonald1987-08-17Rule 0.97
ENRENR-109989William McDonald1987-08-17Rule 0.97

▶#2MBR-023395William McDonald0.83

Matched against CLM-407622, 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

CLMCLM-407622William McDonald1987-08-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55165011678e
Escalated CLM-407623, top score 0.83, candidates MBR-020625, MBR-023395

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 William McDonaldMBR-020625, score 0.83, 2 recordsLinkLink to William McDonaldMBR-023395, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-407623 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-31154
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023394
Opened: 2026-10-22 12:43:43
Top score: 0.83