Steward case

CASE-000930

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

OpenCheckpointckpt-run-mvfoap9e-81994workflow paused, state held

Side-by-side comparison

Incoming CLM-425486 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425486incoming	#1MBR-010050Priya Smith 0.832 rec. Best evidence: NameDate of birth	#2MBR-003042Deborah Smith 0.644 rec. Best evidence: none ≥ 0.90
Name	Priya Smith	Priya Smith	Deborah I Smith
Date of birth	1955-02-13	1955-02-13	1955-02-11
Member ID	— NULL	UHC-16634-84	UHC-06521-05
SSN	— •••-••-NULL	•••-••-9768	•••-••-9405
Phone	—	—	4476415070
Email	— -	—	deborah.smith@yahoo.com
Address	—	743 Ridge Rd	805 Market St
City / state / ZIP	— N/A	Tucson, AZ, 85746	Plano, TX, 75081
Group	GRP-6981	GRP-6981	GRP-6888
Plan	CHOICE-PLUS-PPO	—	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1TPA ×12 records	CLM ×2ENR ×24 records

Evidence detail

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

▶#1MBR-010050Priya Smith0.83

Matched against CLM-425485, 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-425485Priya Smith1955-02-13Scored 1.00
TPATPA-61242Priya Smith1955-02-13Scored 1.00

▶#2MBR-003042Deborah Smith0.64

Matched against CLM-410405, 2 fields compared, weighted score 0.640

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

CLMCLM-410405Deborah Smith1955-02-11Rule 0.97
ENRENR-113670Deborah Smith1955-02-11Rule 0.99
CLMCLM-410404Debbie Smith1955-02-11Rule 0.99
ENRENR-113669Deborah Smith1955-02-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3987445bb7da
Escalated CLM-425486, top score 0.83, candidates MBR-010050, MBR-003042

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 Priya SmithMBR-010050, score 0.83, 2 recordsLinkLink to Deborah SmithMBR-003042, score 0.64, 4 recordsLinkConfirm as a distinct identityCLM-425486 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-81994
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042816
Opened: 2026-10-19 19:54:36
Top score: 0.83