Steward case

CASE-003569

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

OpenCheckpointckpt-run-mvjj6udb-39758workflow paused, state held

Side-by-side comparison

Incoming CLM-427002 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427002incoming	#1MBR-039904Daniel Jensen 0.833 rec. Best evidence: NameDate of birth
Name	Daniel Y Jensen	Daniel Y Jensen
Date of birth	1974-09-12 Sep 12, 1974	1974-09-12
Member ID	—	UHC-77446-05
SSN	— •••-••-null	•••-••-4861
Phone	— null	9178022537
Email	—	daniel.jensen54@aol.com
Address	— NULL	3605 Baseline Rd
City / state / ZIP	— null, UNKNOWN	Chandler, AZ, 85239
Group	GRP-3266	GRP-3266
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×23 records

Evidence detail

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

▶#1MBR-039904Daniel Jensen0.83

Matched against PRV-27932, 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-27932Daniel Jensen1974-09-12Rule 0.99
ENRENR-135408Daniel Jensen1974-09-12Rule 0.99
ENRENR-135409Daniel Jensen1974-09-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5570ab4896c3
Escalated CLM-427002, top score 0.83, candidates MBR-039904

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 Daniel JensenMBR-039904, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-427002 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-39758
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027877
Opened: 2026-10-22 12:43:43
Top score: 0.83