Steward case

CASE-003631

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

OpenCheckpointckpt-run-mvjj6udb-31685workflow paused, state held

Side-by-side comparison

Incoming CLM-417261 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417261incoming	#1MBR-042964Patrcik Ellis 0.832 rec. Best evidence: NameDate of birth
Name	Patrick Ellis	Patrcik Ellis
Date of birth	1975-04-06 04/06/75	1975-04-06
Member ID	— -	UHC-52459-13
SSN	—	•••-••-6323
Phone	— NULL	7134396493
Email	—	patrick.ellis@proton.me
Address	— N/A	1833 Ridge Rd
City / state / ZIP	— N/A, -	Eden Prairie, MN, 55326
Group	—	GRP-8741
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-042964Patrcik Ellis0.83

Matched against CLM-417260, 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-417260Patrick Ellis1975-04-06Rule 0.99
ENRENR-122748Patrcik Ellis1975-04-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c75ecc4f1e
Escalated CLM-417261, top score 0.83, candidates MBR-042964

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 Patrcik EllisMBR-042964, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-417261 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-31685
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023710
Opened: 2026-10-22 12:43:43
Top score: 0.83