Steward case

CASE-000971

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

OpenCheckpointckpt-run-mvjj6udb-3488workflow paused, state held

Side-by-side comparison

Incoming CLM-431433 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431433incoming	#1MBR-041495Angela Olson 0.831 rec. Best evidence: NameDate of birth	#2MBR-016766Carol Olson 0.672 rec. Best evidence: none ≥ 0.90
Name	Angela U Olson	Angela Olson	Carol N Olson
Date of birth	1943-04-24	1943-04-24	1943-01-24
Member ID	— -	UHC-96507-82	UHC-73394-99
SSN	—	•••-••-3125	•••-••-7528
Phone	— -	2078298837	4044328857
Email	— -	—	carol.olson76@hotmail.com
Address	— -	6683 Church St	541 Willow Ct
City / state / ZIP	— UNKNOWN	Miami, FL, 33170	Charlotte, NC, 28213
Group	GRP-3533	GRP-3533	GRP-3835
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-041495Angela Olson0.83

Matched against ENR-141263, 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

ENRENR-141263Angela Olson1943-04-24Single record 1.00

▶#2MBR-016766Carol Olson0.67

Matched against ENR-139676, 2 fields compared, weighted score 0.666

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-430232Carol Olzon1943-01-24Scored 0.98
ENRENR-139676Carol Olson1943-01-24Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5566c4fc7867
Escalated CLM-431433, top score 0.83, candidates MBR-041495, MBR-016766

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 Angela OlsonMBR-041495, score 0.83, 1 recordLinkLink to Carol OlsonMBR-016766, score 0.67, 2 recordsLinkConfirm as a distinct identityCLM-431433 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-mvjj6udb-3488
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003298
Opened: 2026-10-22 12:43:43
Top score: 0.83