Steward case

CASE-000624

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

OpenCheckpointckpt-run-mvjj6udb-25752workflow paused, state held

Side-by-side comparison

Incoming CLM-426457 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426457incoming	#1MBR-027560Roy Lawrence 0.831 rec. Best evidence: NameDate of birth	#2MBR-035070Roy Lawrence 0.833 rec. Best evidence: NameDate of birth
Name	Roy Lawrence	Roy Lawrence	Roy A Lawrence
Date of birth	1993-06-09	1993-06-09	1993-06-09
Member ID	— null	—	UHC-96696-03
SSN	— •••-••-N/A	—	•••-••-0098
Phone	— N/A	—	3749643075
Email	—	—	—
Address	—	—	1251 Main St
City / state / ZIP	— null, -	—	Dallas, TX, 75274
Group	GRP-4857	—	GRP-4857
Plan	SELECT-EPO	—	SELECT-EPO
Sources, records	CLM1 record	TPA ×11 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-027560Roy Lawrence0.83

Matched against TPA-61690, 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-61690Roy Lawrence1993-06-09Single record 1.00

▶#2MBR-035070Roy Lawrence0.83

Matched against ENR-134689, 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-134689Roy Lawrence1993-06-09Rule 0.99
ENRENR-134688Roy Lawrence1993-06-09Rule 0.99
CLMCLM-426456Roy Lawrence1993-06-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551bdd0b0987
Escalated CLM-426457, top score 0.83, candidates MBR-027560, MBR-035070

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 Roy LawrenceMBR-027560, score 0.83, 1 recordLinkLink to Roy LawrenceMBR-035070, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-426457 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-25752
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020224
Opened: 2026-10-22 12:43:43
Top score: 0.83