Steward case

CASE-000904

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

OpenCheckpointckpt-run-mvfoap9e-85221workflow paused, state held

Side-by-side comparison

Incoming CLM-413786 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413786incoming	#1MBR-002944Alice Baker 0.835 rec. Best evidence: NameDate of birth	#2MBR-019270Zachary Baker 0.664 rec. Best evidence: none ≥ 0.90
Name	Alice Baker	Alice X Baker	Zachary Q Baker
Date of birth	1952-04-16	1952-04-16	1952-04-10
Member ID	— null	UHC-01066-48	UHC-62292-08
SSN	— •••-••-UNKNOWN	•••-••-0987	•••-••-6809
Phone	—	7382400525	9585035297
Email	—	alice.baker@hotmail.com	zachary.baker@yahoo.com
Address	— null	2666 Church St	9465 Grand Ave
City / state / ZIP	— null	Gilbert, AZ, 85211	Eden Prairie, MN, 55345
Group	GRP-5877	GRP-5877	GRP-5121
Plan	—	SELECT-EPO	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×1TPA ×1CLM ×35 records	ENR ×2CLM ×24 records

Evidence detail

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

▶#1MBR-002944Alice Baker0.83

Matched against PRV-23991, 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

PRVPRV-23991Alice Baker1952-04-16Rule 0.99
TPATPA-56056Alice Baker1952-04-16Scored 1.00
CLMCLM-413787Alice Baker1952-04-16Scored 1.00
CLMCLM-413789Alice Baker1952-04-16Rule 0.99
CLMCLM-413788Alice Baker1952-04-16Scored 1.00

▶#2MBR-019270Zachary Baker0.66

Matched against ENR-140417, 2 fields compared, weighted score 0.662

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-140417Zachary Baker1952-04-10Scored 1.00
CLMCLM-430762Zachary Baker1952-04-10Scored 1.00
ENRENR-140418Zachary Baker1952-04-10Rule 0.99
CLMCLM-430763Zachary Baker1952-04-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396b2924d208
Escalated CLM-413786, top score 0.83, candidates MBR-002944, MBR-019270

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 Alice BakerMBR-002944, score 0.83, 5 recordsLinkLink to Zachary BakerMBR-019270, score 0.66, 4 recordsLinkConfirm as a distinct identityCLM-413786 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-85221
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043606
Opened: 2026-10-19 19:54:36
Top score: 0.83