Steward case

CASE-000038

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

OpenCheckpointckpt-run-mvfoap9e-37696workflow paused, state held

Side-by-side comparison

Incoming CLM-422333 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422333incoming	#1MBR-013931Jackson Andrew 0.832 rec. Best evidence: NameDate of birth	#2MBR-015409Alexander Jackson 0.661 rec. Best evidence: none ≥ 0.90
Name	Andrew Jackson	Jackson Andrew	Alexander Z Jackson
Date of birth	1954-01-22	1954-02-12	1954-01-20
Member ID	— UNKNOWN	UHC-13427-89	UHC-43408-75
SSN	— •••-••- NULL	•••-••-6807	•••-••-8989
Phone	— NULL	7466543684	2782896008
Email	—	—	—
Address	— null	5915 Pine Dr	4536 Church St
City / state / ZIP	— null, null	Sacramento, CA, 95821	Los Angeles, CA, 90090
Group	—	GRP-1459	GRP-1063
Plan	— NULL	SELECT-EPO	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1CLM ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-013931Jackson Andrew0.83

Matched against CLM-422334, 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-129287Jackson Andrew1954-02-12Rule 0.96
CLMCLM-422334Andrew Jackson1954-01-22Rule 0.96

▶#2MBR-015409Alexander Jackson0.66

Matched against ENR-126848, 2 fields compared, weighted score 0.663

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-126848Alexander Jackson1954-01-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3902a9baf164
Escalated CLM-422333, top score 0.83, candidates MBR-013931, MBR-015409

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 Jackson AndrewMBR-013931, score 0.83, 2 recordsLinkLink to Alexander JacksonMBR-015409, score 0.66, 1 recordLinkConfirm as a distinct identityCLM-422333 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-37696
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026883
Opened: 2026-10-19 19:54:36
Top score: 0.83