Steward case

CASE-001021

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

OpenCheckpointckpt-run-mvfoap9e-96327workflow paused, state held

Side-by-side comparison

Incoming CLM-423019 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423019incoming	#1MBR-003512Bradley Carlson 0.832 rec. Best evidence: NameDate of birth	#2MBR-020079Megan Carlson 0.641 rec. Best evidence: none ≥ 0.90
Name	Bradley Carlson Carlson, Bradley	Bradley Carlson	Megan Carlson
Date of birth	1951-06-21 Jun 21, 1951	1951-06-21	1951-06-26
Member ID	—	UHC-48617-01	—
SSN	—	•••-••-2169	—
Phone	— UNKNOWN	2785962971	—
Email	— -	bradley.carlson55@yahoo.com	—
Address	— NULL	4567 Forest Ave	9595 Pine Dr
City / state / ZIP	— N/A	Phoenix, AZ, 85065	Miami, FL, 33108
Group	— N/A	GRP-8715	—
Plan	— NULL	SELECT-EPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records	CLM ×11 record

Evidence detail

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

▶#1MBR-003512Bradley Carlson0.83

Matched against CLM-423018, 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-423018Bradley Carlson1951-06-21Rule 0.99
ENRENR-130130Bradley Carlson1951-06-21Rule 0.99

▶#2MBR-020079Megan Carlson0.64

Matched against CLM-425539, 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-425539Megan Carlson1951-06-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392b059bc873
Escalated CLM-423019, top score 0.83, candidates MBR-003512, MBR-020079

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 Bradley CarlsonMBR-003512, score 0.83, 2 recordsLinkLink to Megan CarlsonMBR-020079, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-423019 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-96327
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046097
Opened: 2026-10-19 19:54:36
Top score: 0.83