Steward case

CASE-000232

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

OpenCheckpointckpt-run-mvfoap9e-5381workflow paused, state held

Side-by-side comparison

Incoming CLM-418198 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418198incoming	#1MBR-041957Larry Burke 0.831 rec. Best evidence: NameDate of birth	#2MBR-004655Lauren Burke 0.602 rec. Best evidence: Name
Name	Larry Burke	Larry Burke	Lauren R Burke
Date of birth	1976-07-03	1976-07-03	1976-07-28
Member ID	— N/A	UHC-81346-65	UHC-68889-27
SSN	— •••-••-NULL	—	•••-••-1087
Phone	—	6168760776	4243271590
Email	— N/A	—	—
Address	— NULL	4801 Willow Ct	6008 Mesa Dr
City / state / ZIP	— -	Tucson, AZ, 85722	Phoenix, AZ, 85096
Group	GRP-1616	—	GRP-6310
Plan	—	—	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×11 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-041957Larry Burke0.83

Matched against PRV-25392, 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-25392Larry Burke1976-07-03Single record 1.00

▶#2MBR-004655Lauren Burke0.60

Matched against CLM-425505, 2 fields compared, weighted score 0.602

Field	Similarity	Weight	Share	Note
Name	0.90	3	50%
Date of birth	0.30	3	50%	year_month

Guard: noneConflicts: none

Records in this identity

CLMCLM-425505Lauren Burke1976-07-28Scored 1.00
ENRENR-133369Lauren BurkeScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390103b80f73
Escalated CLM-418198, top score 0.83, candidates MBR-041957, MBR-004655

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 Larry BurkeMBR-041957, score 0.83, 1 recordLinkLink to Lauren BurkeMBR-004655, score 0.60, 2 recordsLinkConfirm as a distinct identityCLM-418198 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-5381
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005005
Opened: 2026-10-19 19:54:36
Top score: 0.83