Steward case

CASE-000995

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

OpenCheckpointckpt-run-mvfoap9e-66039workflow paused, state held

Side-by-side comparison

Incoming CLM-419088 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419088incoming	#1MBR-008011Judy Hoffman 0.834 rec. Best evidence: NameDate of birth	#2MBR-033424Jack Hoffman 0.671 rec. Best evidence: none ≥ 0.90
Name	Jdy Hoffman	Judy V Hoffman	Jack Hoffman
Date of birth	1949-11-07	1949-11-07	1949-11-27
Member ID	— NULL	UHC-63831-15	—
SSN	— •••-••-N/A	•••-••-1852	—
Phone	— NULL	8239770775	7876653289
Email	— UNKNOWN	judy.hoffman83@proton.me	—
Address	—	9408 Valley View Dr	—
City / state / ZIP	— N/A, -	Phoenix, AZ, 85016	—
Group	GRP-6646	GRP-6646	GRP-8534
Plan	— -	OPTIONS-PPO	—
Sources, records	CLM1 record	PRV ×2ENR ×1CLM ×14 records	TPA ×11 record

Evidence detail

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

▶#1MBR-008011Judy Hoffman0.83

Matched against PRV-25686, 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-25686Judy Hoffmaan1949-11-07Scored 0.99
ENRENR-125162Judy Hoffman1949-11-07Rule 0.99
PRVPRV-25685Judy Hoffman1949-11-07Scored 0.99
CLMCLM-419087Judy Hoffman1949-11-07Scored 0.99

▶#2MBR-033424Jack Hoffman0.67

Matched against TPA-63018, 2 fields compared, weighted score 0.665

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

TPATPA-63018Jack Hoffman1949-11-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b93a472d7d
Escalated CLM-419088, top score 0.83, candidates MBR-008011, MBR-033424

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 Judy HoffmanMBR-008011, score 0.83, 4 recordsLinkLink to Jack HoffmanMBR-033424, score 0.67, 1 recordLinkConfirm as a distinct identityCLM-419088 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-66039
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038264
Opened: 2026-10-19 19:54:36
Top score: 0.83