Steward case

CASE-000114

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

OpenCheckpointckpt-run-mvfoap9e-79335workflow paused, state held

Side-by-side comparison

Incoming CLM-420112 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420112incoming	#1MBR-035456Daniel Greene 0.831 rec. Best evidence: NameDate of birth	#2MBR-046714Daniel Greene 0.831 rec. Best evidence: NameDate of birth
Name	Daniel Grreene	Daniel Greene	Daniel Greene
Date of birth	2007-02-23 02/23/2007	2007-02-23	2007-02-23
Member ID	— N/A	—	—
SSN	—	—	•••-••-5166
Phone	6649694175 (664) 969-4175	—	—
Email	—	—	—
Address	—	6597 Cedar Ln	—
City / state / ZIP	— , N/A	Houston, TX	—
Group	— -	GRP-7763	GRP-7763
Plan	NAVIGATE-HMO	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-035456Daniel Greene0.83

Matched against CLM-420111, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-420111Daniel Greene2007-02-23Single record 1.00

▶#2MBR-046714Daniel Greene0.83

Matched against TPA-58865, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-58865Daniel Greene2007-02-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3904aeb33c3a
Escalated CLM-420112, top score 0.83, candidates MBR-035456, MBR-046714

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 GreeneMBR-035456, score 0.83, 1 recordLinkLink to Daniel GreeneMBR-046714, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-420112 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-79335
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042123
Opened: 2026-10-19 19:54:36
Top score: 0.83