Steward case

CASE-000562

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

OpenCheckpointckpt-run-mvfoap9e-90995workflow paused, state held

Side-by-side comparison

Incoming CLM-400295 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400295incoming	#1MBR-016702Valentina Austin 0.833 rec. Best evidence: NameDate of birth	#2MBR-030314Raymond Austin 0.641 rec. Best evidence: none ≥ 0.90
Name	Valentina Ausstin	Valentina Austin	Raymond Austin
Date of birth	1980-11-05	1980-11-05	1980-11-07
Member ID	— N/A	UHC-16705-36	UHC-70748-51
SSN	—	•••-••-9240	—
Phone	— UNKNOWN	4258931839	2546782802
Email	— null	valentina.austin54@aol.com	—
Address	—	6663 Highland Ave	—
City / state / ZIP	— -	Gilbert, AZ	—
Group	GRP-4903	GRP-4903	GRP-7251
Plan	SELECT-EPO	MEDICARE-ADV-A	SELECT-EPO
Sources, records	CLM1 record	CLM ×2TPA ×13 records	CLM ×11 record

Evidence detail

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

▶#1MBR-016702Valentina Austin0.83

Matched against CLM-400294, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-400294Valentina Austin1980-11-05Scored 1.00
TPATPA-50124Valentina Austin1980-11-05Scored 1.00
CLMCLM-400293Valentina Austin1980-11-05Scored 0.94

▶#2MBR-030314Raymond Austin0.64

Matched against CLM-420261, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-420261Raymond Austin1980-11-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399d4d8bd5ad
Escalated CLM-400295, top score 0.83, candidates MBR-016702, MBR-030314

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 Valentina AustinMBR-016702, score 0.83, 3 recordsLinkLink to Raymond AustinMBR-030314, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-400295 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-90995
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044942
Opened: 2026-10-19 19:54:36
Top score: 0.83