Steward case

CASE-000587

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

OpenCheckpointckpt-run-mvjj6udb-1920workflow paused, state held

Side-by-side comparison

Incoming CLM-419765 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419765incoming	#1MBR-043962Christine Schmidt 0.831 rec. Best evidence: NameDate of birth	#2MBR-030472Denise Schmidt 0.672 rec. Best evidence: none ≥ 0.90
Name	Chris Schmidt	Christine Schmidt	Denise Y Schmidt
Date of birth	1969-05-04	1969-05-04	1969-05-02
Member ID	—	UHC-44794-07	UHC-99733-49
SSN	— •••-••--	•••-••-1640	•••-••-0645
Phone	— N/A	5973780185	8507626288
Email	— null	christine.schmidt9@proton.me	—
Address	—	2148 Willow Ct	3988 Mesa Dr
City / state / ZIP	— , null,	Chandler, AZ, 85268	Mesa, AZ, 85273
Group	— null	GRP-8236	GRP-0334
Plan	NAVIGATE-HMO	MEDICARE-ADV-A	SELECT-EPO
Sources, records	CLM1 record	ENR ×11 record	CLM ×22 records

Evidence detail

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

▶#1MBR-043962Christine Schmidt0.83

Matched against ENR-126022, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-126022Christine Schmidt1969-05-04Single record 1.00

▶#2MBR-030472Denise Schmidt0.67

Matched against CLM-416629, 2 fields compared, weighted score 0.672

Field	Similarity	Weight	Share	Note
Name	0.84	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-416629Denise Schmidt1969-05-02Rule 0.99
CLMCLM-416630Denise Schmidt1969-05-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552e81d92877
Escalated CLM-419765, top score 0.83, candidates MBR-043962, MBR-030472

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 Christine SchmidtMBR-043962, score 0.83, 1 recordLinkLink to Denise SchmidtMBR-030472, score 0.67, 2 recordsLinkConfirm as a distinct identityCLM-419765 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-mvjj6udb-1920
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001842
Opened: 2026-10-22 12:43:43
Top score: 0.83