Steward case

CASE-000870

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

OpenCheckpointckpt-run-mvfoap9e-45063workflow paused, state held

Side-by-side comparison

Incoming CLM-406674 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406674incoming	#1MBR-023221Martha Young 0.832 rec. Best evidence: NameDate of birth	#2MBR-027265Teresa Yang 0.601 rec. Best evidence: none ≥ 0.90
Name	Martha Young	Martha S Young	Teresa Yang
Date of birth	2006-09-17	2006-09-17	2006-01-17
Member ID	—	UHC-71458-40	UHC-39400-12
SSN	—	•••-••-1020	—
Phone	— UNKNOWN	2252211821	—
Email	—	martha.young75@icloud.com	—
Address	— -	5367 Grand Ave	—
City / state / ZIP	— N/A, UNKNOWN	Tucson, AZ	—
Group	—	GRP-5966	—
Plan	— NULL	CHOICE-PLUS-PPO	—
Sources, records	CLM1 record	CLM ×1ENR ×12 records	TPA ×11 record

Evidence detail

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

▶#1MBR-023221Martha Young0.83

Matched against CLM-406673, 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-406673Martha Young2006-09-17Rule 0.96
ENRENR-108711Martha YoungRule 0.96

▶#2MBR-027265Teresa Yang0.60

Matched against TPA-58076, 2 fields compared, weighted score 0.603

Field	Similarity	Weight	Share	Note
Name	0.71	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-58076Teresa Yang2006-01-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c8ff3c16c7
Escalated CLM-406674, top score 0.83, candidates MBR-023221, MBR-027265

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 Martha YoungMBR-023221, score 0.83, 2 recordsLinkLink to Teresa YangMBR-027265, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-406674 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-45063
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030334
Opened: 2026-10-19 19:54:36
Top score: 0.83