Steward case

CASE-000286

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

OpenCheckpointckpt-run-mvfoap9e-86259workflow paused, state held

Side-by-side comparison

Incoming CLM-408662 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408662incoming	#1MBR-000829Mary George 0.835 rec. Best evidence: NameDate of birth	#2MBR-015333Daniel George 0.641 rec. Best evidence: none ≥ 0.90
Name	Mary George	Mary I George	Daniel George
Date of birth	1953-01-20 20-01-1953	1953-01-20	1953-03-20
Member ID	— NULL	UHC-99908-37	UHC-72093-23
SSN	— •••-••-UNKNOWN	•••-••-3771	•••-••-7190
Phone	—	4873726314	4159415765
Email	—	mary.george@gmail.com	daniel.george30@proton.me
Address	— NULL	4853 Baseline Rd	9371 Meadow Ln
City / state / ZIP	— -, UNKNOWN, UNKNOWN	Houston, TX, 77058	Los Angeles, CA, 90007
Group	— NULL	GRP-5498	GRP-8660
Plan	SELECT-EPO	SELECT-EPO	CORE-HMO
Sources, records	CLM1 record	ENR ×2CLM ×35 records	ENR ×11 record

Evidence detail

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

▶#1MBR-000829Mary George0.83

Matched against ENR-111415, 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-111415Mary George1953-01-20Rule 0.99
CLMCLM-408663Mary George1953-01-20Rule 0.99
ENRENR-111416Mary George1953-01-20Rule 0.99
CLMCLM-408664Mary George1953-01-20Rule 0.99
CLMCLM-408665Mary George1953-01-20Rule 0.97

▶#2MBR-015333Daniel George0.64

Matched against ENR-116990, 2 fields compared, weighted score 0.644

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-116990Daniel George1953-03-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dea5375062
Escalated CLM-408662, top score 0.83, candidates MBR-000829, MBR-015333

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 Mary GeorgeMBR-000829, score 0.83, 5 recordsLinkLink to Daniel GeorgeMBR-015333, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-408662 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-86259
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043837
Opened: 2026-10-19 19:54:36
Top score: 0.83