Steward case

CASE-001099

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

OpenCheckpointckpt-run-mvjj6udb-3972workflow paused, state held

Side-by-side comparison

Incoming CLM-416633 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416633incoming	#1MBR-010352Beverly Simmons 0.831 rec. Best evidence: NameDate of birth	#2MBR-028172Michelle Simmons 0.652 rec. Best evidence: none ≥ 0.90
Name	Beverly Simmons	Beverly Z Simmons	Michelle Simmons
Date of birth	1941-08-28	1941-08-28	1941-02-28
Member ID	— NULL	UHC-14430-68	UHC-88476-26
SSN	— •••-••--	•••-••-6027	•••-••-3433
Phone	— null	4813293283	7266261276
Email	— null	—	michelle.simmons@icloud.com
Address	—	3203 Spring St	7751 Broadway
City / state / ZIP	— UNKNOWN , NULL	Austin, TX, 78706	Austin, TX, 78715
Group	—	GRP-1029	GRP-6177
Plan	— null	CHOICE-PLUS-PPO	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record	ENR ×22 records

Evidence detail

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

▶#1MBR-010352Beverly Simmons0.83

Matched against ENR-121850, 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

ENRENR-121850Beverly Simmons1941-08-28Single record 1.00

▶#2MBR-028172Michelle Simmons0.65

Matched against ENR-133256, 2 fields compared, weighted score 0.652

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-133256Michelle Simmons1941-02-28Rule 0.99
ENRENR-133255Michelle Simmons1941-02-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55eb5b0d82ea
Escalated CLM-416633, top score 0.83, candidates MBR-010352, MBR-028172

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 Beverly SimmonsMBR-010352, score 0.83, 1 recordLinkLink to Michelle SimmonsMBR-028172, score 0.65, 2 recordsLinkConfirm as a distinct identityCLM-416633 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-3972
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003737
Opened: 2026-10-22 12:43:43
Top score: 0.83