Steward case

CASE-003247

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

OpenCheckpointckpt-run-mvjj6udb-24098workflow paused, state held

Side-by-side comparison

Incoming ENR-118682 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-118682incoming	#1MBR-029638Jason Greene 0.831 rec. Best evidence: NameDate of birth
Name	Jason Greene	Jason Greene
Date of birth	1940-04-15	1940-04-15
Member ID	UHC-14441-89	—
SSN	•••-••-6609	—
Phone	9328171789 19328171789	—
Email	jason.greene@gmail.com	—
Address	4215 Oak St 4215 Oak Street	—
City / state / ZIP	Fresno, CA, 93769	—
Group	GRP-0187	—
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-029638Jason Greene0.83

Matched against CLM-414231, 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-414231Jason Greene1940-04-15Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5562b47212ce
Escalated ENR-118682, top score 0.83, candidates MBR-029638

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 Jason GreeneMBR-029638, score 0.83, 1 recordLinkConfirm as a distinct identityENR-118682 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-24098
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019168
Opened: 2026-10-22 12:43:43
Top score: 0.83