Steward case

CASE-000197

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

OpenCheckpointckpt-run-mvfoap9e-43206workflow paused, state held

Side-by-side comparison

Incoming CLM-432022 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432022incoming	#1MBR-002253Ashley Gordon 0.832 rec. Best evidence: NameDate of birth	#2MBR-023125Charles Gordon 0.682 rec. Best evidence: none ≥ 0.90
Name	Ashley Gordon Gordon, Ashley	Ashley T Gordon	Charles M Gordon
Date of birth	1943-03-21 21-03-1943	1943-03-21	1943-09-21
Member ID	— N/A	UHC-37593-82	UHC-54101-17
SSN	— •••-••--	•••-••-9357	•••-••-2814
Phone	—	6533033312	4953268725
Email	— null	—	—
Address	— UNKNOWN	478 Central Ave	2811 Desert Sky Blvd # 641
City / state / ZIP	— NULL	Austin, TX, 78792	Sacramento, CA, 95830
Group	GRP-1685	GRP-1685	GRP-6919
Plan	— -	CORE-HMO	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-002253Ashley Gordon0.83

Matched against CLM-432021, 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

CLMCLM-432021Ashley Gordon1943-03-21Rule 0.99
ENRENR-142023Ashley Gordon1943-03-21Rule 0.99

▶#2MBR-023125Charles Gordon0.68

Matched against CLM-432803, 2 fields compared, weighted score 0.683

Field	Similarity	Weight	Share	Note
Name	0.87	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-432803Charles Gordon1943-09-21Rule 0.99
ENRENR-143073Charles Gordon1943-09-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399786ce4fba
Escalated CLM-432022, top score 0.83, candidates MBR-002253, MBR-023125

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 Ashley GordonMBR-002253, score 0.83, 2 recordsLinkLink to Charles GordonMBR-023125, score 0.68, 2 recordsLinkConfirm as a distinct identityCLM-432022 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-43206
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029492
Opened: 2026-10-19 19:54:36
Top score: 0.83