Steward case

CASE-000009

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

OpenCheckpointckpt-run-mvfoap9e-6834workflow paused, state held

Side-by-side comparison

Incoming CLM-427068 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427068incoming	#1MBR-039055Sean Gordon 0.833 rec. Best evidence: NameDate of birth	#2MBR-005342Raymond Gardner 0.604 rec. Best evidence: none ≥ 0.90
Name	Sean Gordon	Sean A Gordon	Raymond Gardner
Date of birth	1948-09-19	1948-09-19	1948-01-19
Member ID	— null	UHC-57083-46	UHC-31863-51
SSN	—	•••-••-4287	•••-••-8609
Phone	—	6269540392	5403590008
Email	— -	sean.gordon@outlook.com	—
Address	—	9787 Canyon Rd	1331 Indian School Rd
City / state / ZIP	— UNKNOWN, null	Mesa, AZ, 85272	Scottsdale, AZ, 85260
Group	GRP-9909	GRP-9909	GRP-6767
Plan	OPTIONS-PPO	OPTIONS-PPO	CORE-HMO
Sources, records	CLM1 record	PRV ×1CLM ×23 records	CLM ×3TPA ×14 records

Evidence detail

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

▶#1MBR-039055Sean Gordon0.83

Matched against PRV-27946, 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-27946Sean Gordon1948-09-19Scored 0.99
CLMCLM-427067San Gordon1948-09-19Scored 0.99
CLMCLM-427069Sean Gordon1948-09-19Scored 0.99

▶#2MBR-005342Raymond Gardner0.60

Matched against CLM-405603, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	0.70	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-405603Raymond Gardner1948-01-19Scored 1.00
TPATPA-52468Raymond Gardner1948-01-19Scored 1.00
CLMCLM-405602Raymond Gardner1948-01-19Scored 1.00
CLMCLM-405604Raymond Garder1948-01-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39df376f4497
Escalated CLM-427068, top score 0.83, candidates MBR-039055, MBR-005342

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 Sean GordonMBR-039055, score 0.83, 3 recordsLinkLink to Raymond GardnerMBR-005342, score 0.60, 4 recordsLinkConfirm as a distinct identityCLM-427068 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-mvfoap9e-6834
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006261
Opened: 2026-10-19 19:54:36
Top score: 0.83