Steward case

CASE-000034

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

OpenCheckpointckpt-run-mvfoap9e-64641workflow paused, state held

Side-by-side comparison

Incoming CLM-413208 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413208incoming	#1MBR-009809Matthew Burke 0.832 rec. Best evidence: NameDate of birth	#2MBR-015823William Brooks 0.721 rec. Best evidence: Date of birth
Name	Matthew F Burke Burke, Matthew F	Matthew F Burke	William T Brooks
Date of birth	1982-01-07	1982-01-07	1982-01-07
Member ID	— N/A	—	UHC-41838-11
SSN	— •••-••-null	•••-••-4834	•••-••-0199
Phone	— null	5544510237	—
Email	— -	matthew.burke83@aol.com	william.brooks50@icloud.com
Address	—	2792 Desert Sky Blvd	2313 Canyon Rd
City / state / ZIP	— , N/A, null	Nashville, TN, 37291	Chandler, AZ, 85286
Group	GRP-8527	GRP-8527	GRP-4288
Plan	OPTIONS-PPO	—	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×1TPA ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-009809Matthew Burke0.83

Matched against PRV-23833, 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-23833Matthew Burke1982-01-07Scored 1.00
TPATPA-55812Matthew Burke1982-01-07Scored 1.00

▶#2MBR-015823William Brooks0.72

Matched against ENR-115466, 2 fields compared, weighted score 0.719

Field	Similarity	Weight	Share	Note
Name	0.44	3	50%
Date of birth	1.00	3	50%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-115466William Brooks1982-01-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399d41d1e054
Escalated CLM-413208, top score 0.83, candidates MBR-009809, MBR-015823

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 Matthew BurkeMBR-009809, score 0.83, 2 recordsLinkLink to William BrooksMBR-015823, score 0.72, 1 recordLinkConfirm as a distinct identityCLM-413208 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-64641
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037811
Opened: 2026-10-19 19:54:36
Top score: 0.83