Steward case

CASE-000803

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

OpenCheckpointckpt-run-mvfoap9e-41235workflow paused, state held

Side-by-side comparison

Incoming CLM-428461 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428461incoming	#1MBR-006668Kyle Peters 0.831 rec. Best evidence: NameDate of birth	#2MBR-012656Kylle Peters 0.831 rec. Best evidence: NamePhone
Name	Kyle Peters Peters, Kyle	Kyle Peters	Kylle Peters
Date of birth	1955-11-12	1955-11-12	—
Member ID	—	—	UHC-90273-30
SSN	—	•••-••-5157	•••-••-5157
Phone	9627644449	—	9627644449
Email	— null	—	kyle.peters@outlook.com
Address	— null	6379 Willow Ct	6379 Willow Ct
City / state / ZIP	— N/A, -, UNKNOWN	Orlando, FL, 32836	Orlando, FL
Group	GRP-2505	—	GRP-2505
Plan	— null	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-006668Kyle Peters0.83

Matched against CLM-428460, 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

CLMCLM-428460Kyle Peters1955-11-12Single record 1.00

▶#2MBR-012656Kylle Peters0.83

Matched against ENR-137334, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-137334Kylle PetersSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d3f84426b6
Escalated CLM-428461, top score 0.83, candidates MBR-006668, MBR-012656

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 Kyle PetersMBR-006668, score 0.83, 1 recordLinkLink to Kylle PetersMBR-012656, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-428461 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-41235
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028593
Opened: 2026-10-19 19:54:36
Top score: 0.83