Steward case

CASE-000833

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

OpenCheckpointckpt-run-mvfoap9e-74364workflow paused, state held

Side-by-side comparison

Incoming CLM-406167 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406167incoming	#1MBR-002701Peter Gray 0.831 rec. Best evidence: Date of birth	#2MBR-011397Helen Gray 0.836 rec. Best evidence: NameDate of birth
Name	Helen S Graay	Peter R Gray	Helen S Gray
Date of birth	1978-07-03 03-07-1978	1978-07-03	1978-07-03
Member ID	—	UHC-60416-38	UHC-92539-10
SSN	— •••-••-null	•••-••-2137	•••-••-4035
Phone	— null	8449015006	5214004681
Email	—	peter.gray@gmail.com	helen.gray84@aol.com
Address	—	2731 Palm Dr	8725 Church St
City / state / ZIP	— NULL	Atlanta, GA, 30333	Atlanta, GA, 30393
Group	—	GRP-6285	GRP-0181
Plan	NAVIGATE-HMO	CORE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record	PRV ×1CLM ×2ENR ×36 records

Evidence detail

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

▶#1MBR-002701Peter Gray0.83

Matched against ENR-120098, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.81	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-120098Peter Gray1978-07-03Single record 1.00

▶#2MBR-011397Helen Gray0.83

Matched against PRV-21801, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-21801Helen Gray1978-07-03Rule 0.99
CLMCLM-406168Helen Gray1978-07-03Rule 0.99
ENRENR-108103Helen Gray1978-07-03Rule 0.99
ENRENR-108102Helen Gray1978-07-03Rule 0.99
ENRENR-108101Hleen Gray1978-07-03Rule 0.99
CLMCLM-406169Helen Gray1977-07-03Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39329f59b370
Escalated CLM-406167, top score 0.83, candidates MBR-002701, MBR-011397

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 Peter GrayMBR-002701, score 0.83, 1 recordLinkLink to Helen GrayMBR-011397, score 0.83, 6 recordsLinkConfirm as a distinct identityCLM-406167 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-74364
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040809
Opened: 2026-10-19 19:54:36
Top score: 0.83