Steward case

CASE-000510

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

OpenCheckpointckpt-run-mvfoap9e-1616workflow paused, state held

Side-by-side comparison

Incoming CLM-417024 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417024incoming	#1MBR-039316Jeremy Singh 0.831 rec. Best evidence: NameDate of birth	#2MBR-044011Sandra Sims 0.601 rec. Best evidence: none ≥ 0.90
Name	Jeremy Singh	Jeremy Singh	Sandra Sims
Date of birth	1972-01-20	1972-01-20	1972-10-20
Member ID	—	UHC-23990-52	UHC-39033-63
SSN	•••-••-4506	—	—
Phone	— N/A	—	8636774627
Email	— NULL	—	sandra.sims74@gmail.com
Address	— NULL	5535 Bayshore Dr	7953 Church St
City / state / ZIP	— UNKNOWN, -, -	Atlanta, GA, 30387	Austin, TX, 78769
Group	GRP-4242	—	GRP-9268
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-039316Jeremy Singh0.83

Matched against CLM-417023, 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-417023Jeremy Singh1972-01-20Single record 1.00

▶#2MBR-044011Sandra Sims0.60

Matched against ENR-104236, 2 fields compared, weighted score 0.601

Field	Similarity	Weight	Share	Note
Name	0.60	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-104236Sandra Sims1972-10-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3947e52a4ede
Escalated CLM-417024, top score 0.83, candidates MBR-039316, MBR-044011

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 Jeremy SinghMBR-039316, score 0.83, 1 recordLinkLink to Sandra SimsMBR-044011, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-417024 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-1616
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001554
Opened: 2026-10-19 19:54:36
Top score: 0.83