Steward case

CASE-001069

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

OpenCheckpointckpt-run-mvfoap9e-34479workflow paused, state held

Side-by-side comparison

Incoming CLM-411897 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411897incoming	#1MBR-028849Nicholas Morgan 0.832 rec. Best evidence: NameDate of birth	#2MBR-026412Amy Morrison 0.744 rec. Best evidence: Date of birth
Name	Nick Morgan	Nicholas Morgan	Amy K Morrison
Date of birth	1977-02-06	1977-02-06	1977-02-06
Member ID	UHC-17089-51	—	UHC-29243-33
SSN	— •••-••-null	—	•••-••-1847
Phone	—	—	4846396784
Email	—	—	amy.morrison@icloud.com
Address	— N/A	4559 Union St	4055 Palm Dr
City / state / ZIP	— UNKNOWN, UNKNOWN, -	Sacramento, CA, 95839	Austin, TX, 78794
Group	— N/A	—	GRP-1225
Plan	SELECT-EPO	SELECT-EPO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×22 records	ENR ×2CLM ×1TPA ×14 records

Evidence detail

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

▶#1MBR-028849Nicholas Morgan0.83

Matched against TPA-55240, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-55240Nicholas Morgan1977-02-06Scored 1.00
TPATPA-55241Nicholas Morgan1977-02-06Scored 1.00

▶#2MBR-026412Amy Morrison0.74

Matched against TPA-62870, 2 fields compared, weighted score 0.742

Field	Similarity	Weight	Share	Note
Name	0.48	3	50%
Date of birth	1.00	3	50%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-138189Amy Morrison1977-02-06Scored 1.00
CLMCLM-429122Amy Morrison1977-02-06Scored 1.00
ENRENR-138188Amy Morrison1977-02-06Scored 1.00
TPATPA-62870Amy Morrison1977-02-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39536f609c0f
Escalated CLM-411897, top score 0.83, candidates MBR-028849, MBR-026412

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 Nicholas MorganMBR-028849, score 0.83, 2 recordsLinkLink to Amy MorrisonMBR-026412, score 0.74, 4 recordsLinkConfirm as a distinct identityCLM-411897 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-34479
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025223
Opened: 2026-10-19 19:54:36
Top score: 0.83