Steward case

CASE-003248

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

OpenCheckpointckpt-run-mvjj6udb-43572workflow paused, state held

Side-by-side comparison

Incoming CLM-414231 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414231incoming	#1MBR-019168Jason 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	— •••-••-N/A	•••-••-6609
Phone	— 8171789	9328171789
Email	— null	jason.greene@gmail.com
Address	— N/A	4215 Oak St
City / state / ZIP	— -, N/A	Fresno, CA, 93769
Group	— -	GRP-0187
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-019168Jason Greene0.83

Matched against ENR-118682, 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-118682Jason Greene1940-04-15Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5550977b2de9
Escalated CLM-414231, top score 0.83, candidates MBR-019168

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-019168, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-414231 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-43572
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029638
Opened: 2026-10-22 12:43:43
Top score: 0.83