Steward case

CASE-000998

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

OpenCheckpointckpt-run-mvjj6udb-6338workflow paused, state held

Side-by-side comparison

Incoming CLM-418903 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418903incoming	#1MBR-019344Austin Bryant 0.831 rec. Best evidence: NameDate of birth	#2MBR-044295Douglas Bryant 0.642 rec. Best evidence: none ≥ 0.90
Name	Austin Bryant	Austin Bryant	Douglas Bryant
Date of birth	1970-09-14	1970-09-14	1970-09-24
Member ID	— NULL	—	UHC-85493-63
SSN	—	—	•••-••-9593
Phone	—	—	3158480114
Email	— N/A	—	douglas.bryant@gmail.com
Address	—	7242 Camelback Rd	6227 Mesa Dr
City / state / ZIP	— -, UNKNOWN, NULL	Eden Prairie, MN, 55312	Eden Prairie, MN, 55327
Group	— N/A	—	GRP-3931
Plan	— -	—	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×11 record	ENR ×22 records

Evidence detail

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

▶#1MBR-019344Austin Bryant0.83

Matched against TPA-58385, 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

TPATPA-58385Austin Bryant1970-09-14Single record 1.00

▶#2MBR-044295Douglas Bryant0.64

Matched against ENR-112028, 2 fields compared, weighted score 0.637

Field	Similarity	Weight	Share	Note
Name	0.77	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-112028Douglas Bryant1970-09-24Rule 0.99
ENRENR-112027Douglas Bryant1970-09-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558b759540ae
Escalated CLM-418903, top score 0.83, candidates MBR-019344, MBR-044295

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 Austin BryantMBR-019344, score 0.83, 1 recordLinkLink to Douglas BryantMBR-044295, score 0.64, 2 recordsLinkConfirm as a distinct identityCLM-418903 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-6338
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005825
Opened: 2026-10-22 12:43:43
Top score: 0.83