Steward case

CASE-000887

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

OpenCheckpointckpt-run-mvfoap9e-16487workflow paused, state held

Side-by-side comparison

Incoming CLM-417418 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417418incoming	#1MBR-036065Seen Carpenter 0.831 rec. Best evidence: NameDate of birth	#2MBR-046165Sean Carpenter 0.831 rec. Best evidence: NameDate of birth	#3MBR-041850Sean Carpenter 0.751 rec. Best evidence: Name
Name	Sean U Carpenter	Seen Carpenter	Sean Carpenter	Sean Carpenter
Date of birth	1954-10-05	1954-10-05	1954-10-05	1955-10-05
Member ID	— NULL	UHC-27165-58	—	—
SSN	— •••-••-null	—	—	—
Phone	— null	3493704324	—	3493704324
Email	— -	sean.carpenter@aol.com	—	—
Address	— N/A	4917 Lake View Rd	—	4917 Lake View Rd
City / state / ZIP	— -, UNKNOWN, NULL	Seattle, WA, 98103	—	Seattle, WA, 98103
Group	GRP-5165	—	GRP-5165	—
Plan	SELECT-EPO	—	SELECT-EPO	—
Sources, records	CLM1 record	PRV ×11 record	CLM ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-036065Seen Carpenter0.83

Matched against PRV-25167, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-25167Seen Carpenter1954-10-05Single record 1.00

▶#2MBR-046165Sean Carpenter0.83

Matched against CLM-417417, 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-417417Sean Carpenter1954-10-05Single record 1.00

▶#3MBR-041850Sean Carpenter0.75

Matched against PRV-25166, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-25166Sean Carpenter1955-10-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e971e8da75
Escalated CLM-417418, top score 0.83, candidates MBR-036065, MBR-046165, MBR-041850

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 Seen CarpenterMBR-036065, score 0.83, 1 recordLinkLink to Sean CarpenterMBR-046165, score 0.83, 1 recordLinkLink to Sean CarpenterMBR-041850, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-417418 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-16487
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013938
Opened: 2026-10-19 19:54:36
Top score: 0.83