Steward case

CASE-000565

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

OpenCheckpointckpt-run-mvfoap9e-15941workflow paused, state held

Side-by-side comparison

Incoming CLM-415612 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415612incoming	#1MBR-015571Beverly Hunter 0.831 rec. Best evidence: NameDate of birth	#2MBR-017559Beverly Hunter 0.836 rec. Best evidence: NameDate of birth
Name	Beverly Hunter	Beverly Hunter	Beverly Hunter
Date of birth	1996-11-15 11/15/1996	1996-11-15	1996-11-15
Member ID	— NULL	—	UHC-61579-57
SSN	—	—	•••-••-8654
Phone	— NULL	—	7736722371
Email	—	—	beverly.hunter48@yahoo.com
Address	— NULL	—	121 Desert Sky Blvd
City / state / ZIP	— N/A, N/A	—	Plano, TX, 75041
Group	GRP-6340	—	GRP-6340
Plan	—	—	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×11 record	ENR ×1TPA ×2CLM ×1PRV ×26 records

Evidence detail

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

▶#1MBR-015571Beverly Hunter0.83

Matched against TPA-56842, 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

TPATPA-56842Beverly Hunter1996-11-15Single record 1.00

▶#2MBR-017559Beverly Hunter0.83

Matched against ENR-120578, 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-120578Beverly Hunter1996-11-15Scored 1.00
TPATPA-56841Beverly Hunter1996-11-15Rule 0.99
TPATPA-56840Beverly Hunter1996-11-15Rule 0.99
CLMCLM-415613Beverly Hunter1996-11-15Scored 1.00
PRVPRV-24618Beverly Hunter1996-11-15Scored 1.00
PRVPRV-24617Beverly Hunter1996-11-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a86381a792
Escalated CLM-415612, top score 0.83, candidates MBR-015571, MBR-017559

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 Beverly HunterMBR-015571, score 0.83, 1 recordLinkLink to Beverly HunterMBR-017559, score 0.83, 6 recordsLinkConfirm as a distinct identityCLM-415612 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-15941
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013521
Opened: 2026-10-19 19:54:36
Top score: 0.83