Steward case

CASE-000827

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

OpenCheckpointckpt-run-mvfoap9e-97344workflow paused, state held

Side-by-side comparison

Incoming CLM-407094 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407094incoming	#1MBR-008315Joseph Wheeler 0.833 rec. Best evidence: NameDate of birth	#2MBR-031277Megan Wheeler 0.643 rec. Best evidence: none ≥ 0.90
Name	Joseph Wheeler	Joseph I Wheeler	Megan P Wheeler
Date of birth	1971-03-15	1971-03-15	1971-03-12
Member ID	— N/A	UHC-76888-73	UHC-61260-06
SSN	— •••-••-null	•••-••-1428	•••-••-0308
Phone	—	7508765534	8858709815
Email	—	joseph.wheeler@icloud.com	megan.wheeler10@hotmail.com
Address	— N/A	8613 Canyon Rd	8380 Sunset Blvd
City / state / ZIP	— null, UNKNOWN, -	Chandler, AZ, 85228	Houston, TX, 77060
Group	GRP-2459	GRP-2459	GRP-9784
Plan	— null	SELECT-EPO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1TPA ×1CLM ×13 records	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-008315Joseph Wheeler0.83

Matched against ENR-109262, 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-109262Joseph Wheeler1971-03-15Scored 1.00
TPATPA-53104Joseph Wheeler1971-03-15Scored 1.00
CLMCLM-407093Joseph Wheeler1971-03-15Scored 1.00

▶#2MBR-031277Megan Wheeler0.64

Matched against ENR-111772, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-111772Megan Wheeler1971-03-12Rule 0.99
CLMCLM-408911Megan Wheeler1971-03-12Rule 0.99
CLMCLM-408912Megan Wheeler1971-03-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390aa939c575
Escalated CLM-407094, top score 0.83, candidates MBR-008315, MBR-031277

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 Joseph WheelerMBR-008315, score 0.83, 3 recordsLinkLink to Megan WheelerMBR-031277, score 0.64, 3 recordsLinkConfirm as a distinct identityCLM-407094 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-97344
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046325
Opened: 2026-10-19 19:54:36
Top score: 0.83