Steward case

CASE-000794

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

OpenCheckpointckpt-run-mvjj6udb-65705workflow paused, state held

Side-by-side comparison

Incoming CLM-413220 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413220incoming	#1MBR-020695Jordan Elliott 0.831 rec. Best evidence: NameDate of birth	#2MBR-034111Grace Elliott 0.672 rec. Best evidence: none ≥ 0.90
Name	Jordan Elliott Elliott, Jordan	Jordan Q Elliott	Grace Elliott
Date of birth	1991-03-24	1991-03-24	1991-04-24
Member ID	—	—	UHC-39662-05
SSN	•••-••-1519	—	•••-••-6338
Phone	— N/A	2489273796	4243180936
Email	— NULL	—	grace.elliott59@icloud.com
Address	— UNKNOWN	—	8435 Grand Ave
City / state / ZIP	—	—	Dallas, TX, 75264
Group	GRP-1049	—	GRP-9388
Plan	OPTIONS-PPO	OPTIONS-PPO	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×11 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-020695Jordan Elliott0.83

Matched against PRV-23839, 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

PRVPRV-23839Jordan Elliott1991-03-24Single record 1.00

▶#2MBR-034111Grace Elliott0.67

Matched against PRV-24053, 2 fields compared, weighted score 0.666

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-24053Grace Elliott1991-04-24Rule 0.99
ENRENR-118311Grace Elliott1991-04-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fcca89fe9a
Escalated CLM-413220, top score 0.83, candidates MBR-020695, MBR-034111

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 Jordan ElliottMBR-020695, score 0.83, 1 recordLinkLink to Grace ElliottMBR-034111, score 0.67, 2 recordsLinkConfirm as a distinct identityCLM-413220 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-65705
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038164
Opened: 2026-10-22 12:43:43
Top score: 0.83