Steward case

CASE-001074

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

OpenCheckpointckpt-run-mvjj6udb-21159workflow paused, state held

Side-by-side comparison

Incoming CLM-405804 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405804incoming	#1MBR-005171Samuel Wilson 0.834 rec. Best evidence: NameDate of birth	#2MBR-045851Carl Wilson 0.671 rec. Best evidence: none ≥ 0.90
Name	Samuel Wilson	Samuel Wilson	Carl H Wilson
Date of birth	2003-04-10 20030410	2003-04-10	2003-04-18
Member ID	— NULL	UHC-53403-90	UHC-70598-87
SSN	— •••-••-NULL	•••-••-3185	•••-••-2211
Phone	— null	6858413242	2787126973
Email	— -	samuel.wilson47@outlook.com	carl.wilson@gmail.com
Address	—	4811 Broadway	7959 Pine Dr
City / state / ZIP	— NULL, UNKNOWN	Sacramento, CA, 95865	Las Vegas, NV, 89193
Group	GRP-6879	GRP-6879	GRP-2015
Plan	CHOICE-PLUS-PPO	—	CORE-HMO
Sources, records	CLM1 record	CLM ×2PRV ×1TPA ×14 records	ENR ×11 record

Evidence detail

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

▶#1MBR-005171Samuel Wilson0.83

Matched against PRV-21697, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-405805Smuel WilsonRule 0.96
PRVPRV-21697Samuel Wylson2003-04-10Rule 0.99
CLMCLM-405803Samuel Wilson2003-04-10Rule 0.99
TPATPA-52571Samuel Wilson2003-04-10Rule 0.97

▶#2MBR-045851Carl Wilson0.67

Matched against ENR-131117, 2 fields compared, weighted score 0.672

Field	Similarity	Weight	Share	Note
Name	0.84	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-131117Carl Wilson2003-04-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5521ebb5b6b5
Escalated CLM-405804, top score 0.83, candidates MBR-005171, MBR-045851

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 Samuel WilsonMBR-005171, score 0.83, 4 recordsLinkLink to Carl WilsonMBR-045851, score 0.67, 1 recordLinkConfirm as a distinct identityCLM-405804 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-21159
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017213
Opened: 2026-10-22 12:43:43
Top score: 0.83