Steward case

CASE-000702

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

OpenCheckpointckpt-run-mvfoap9e-53590workflow paused, state held

Side-by-side comparison

Incoming CLM-401039 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401039incoming	#1MBR-019365Willie Austin 0.832 rec. Best evidence: NameDate of birth	#2MBR-002275Amanda Austin 0.793 rec. Best evidence: Date of birth
Name	Willie Austin	Willie N Austin	Amanda L Austin
Date of birth	1998-09-20 09/20/98	1998-09-20	1998-09-20
Member ID	— NULL	UHC-42539-11	UHC-48897-92
SSN	—	•••-••-4168	•••-••-4876
Phone	4789072706 478-907-2706	—	2236782382
Email	— -	willie.austin25@gmail.com	—
Address	—	8903 Baseline Rd	8867 Elm St
City / state / ZIP	— NULL, UNKNOWN	Houston, TX, 77065	Plano, TX, 75075
Group	GRP-3623	GRP-3623	GRP-1054
Plan	CHOICE-PLUS-PPO	SELECT-EPO	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×22 records	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-019365Willie Austin0.83

Matched against ENR-101354, 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-101354Willie Austin1998-09-20Rule 0.99
ENRENR-101355Willie Austin1998-09-20Rule 0.99

▶#2MBR-002275Amanda Austin0.79

Matched against CLM-402878, 2 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	0.58	3	50%
Date of birth	1.00	3	50%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-103715Amanda Austin1998-09-20Rule 0.99
CLMCLM-402878Amenda Auustin1998-09-20Rule 0.99
CLMCLM-402877Amanda Austin1998-09-20Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a5be22952f
Escalated CLM-401039, top score 0.83, candidates MBR-019365, MBR-002275

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 Willie AustinMBR-019365, score 0.83, 2 recordsLinkLink to Amanda AustinMBR-002275, score 0.79, 3 recordsLinkConfirm as a distinct identityCLM-401039 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-53590
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033832
Opened: 2026-10-19 19:54:36
Top score: 0.83