Steward case

CASE-000175

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

OpenCheckpointckpt-run-mvfoap9e-55152workflow paused, state held

Side-by-side comparison

Incoming CLM-431741 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431741incoming	#1MBR-000492Lida Wite 0.831 rec. Best evidence: NameDate of birth	#2MBR-005079Linda White 0.831 rec. Best evidence: NameDate of birth	#3MBR-038572Linda White 0.831 rec. Best evidence: NameDate of birth
Name	Linda White	Lida J Wite	Linda White	Linda White
Date of birth	1948-03-14 03/14/1948	1948-03-14	1948-03-14	1948-03-14
Member ID	UHC-00454-47 UHC0045447	—	—	—
SSN	— •••-••-N/A	—	—	—
Phone	—	—	6328183131	—
Email	—	linda.white@gmail.com	—	—
Address	— NULL	—	496 Ridge Rd	—
City / state / ZIP	—	—	Plano, TX, 75093	—
Group	—	—	—	—
Plan	— N/A	—	NAVIGATE-HMO	—
Sources, records	CLM1 record	CLM ×11 record	PRV ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-000492Lida Wite0.83

Matched against CLM-431740, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-431740Lida Wite1948-03-14Single record 1.00

▶#2MBR-005079Linda White0.83

Matched against PRV-29276, 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-29276Linda White1948-03-14Single record 1.00

▶#3MBR-038572Linda White0.83

Matched against TPA-64002, 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

TPATPA-64002Linda White1948-03-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c33a20666d
Escalated CLM-431741, top score 0.83, candidates MBR-000492, MBR-005079, MBR-038572

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 Lida WiteMBR-000492, score 0.83, 1 recordLinkLink to Linda WhiteMBR-005079, score 0.83, 1 recordLinkLink to Linda WhiteMBR-038572, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-431741 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-55152
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034435
Opened: 2026-10-19 19:54:36
Top score: 0.83