Steward case

CASE-001102

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

OpenCheckpointckpt-run-mvfoap9e-54287workflow paused, state held

Side-by-side comparison

Incoming CLM-425185 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425185incoming	#1MBR-030103Timothy Clark 0.832 rec. Best evidence: NameDate of birth	#2MBR-037274Virginia Clark 0.643 rec. Best evidence: none ≥ 0.90
Name	Tim Clark	Timothy W Clark	Virginia Clark
Date of birth	1948-06-25	1948-06-25	1948-02-25
Member ID	— -	UHC-54796-17	UHC-21787-94
SSN	— •••-••-N/A	•••-••-2985	•••-••-9678
Phone	— -	7048975860	9696052278
Email	— UNKNOWN	timothy.clark90@hotmail.com	virginia.clark@proton.me
Address	— NULL	1128 Broadway	670 Sage Ct
City / state / ZIP	— N/A	Phoenix, AZ, 85074	Glendale, AZ, 85356
Group	—	GRP-0744	GRP-8363
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	CORE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×12 records	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-030103Timothy Clark0.83

Matched against ENR-132901, 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

ENRENR-132901Timothy Clark1948-06-25Rule 0.97
PRVPRV-27396Tim Clark1948-06-25Rule 0.97

▶#2MBR-037274Virginia Clark0.64

Matched against CLM-406844, 2 fields compared, weighted score 0.635

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

CLMCLM-406844Virginia Clark1948-02-25Rule 0.99
CLMCLM-406845Virginia Clark1948-02-25Rule 0.99
ENRENR-108944Virginia Clark1948-02-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393adc4c9b08
Escalated CLM-425185, top score 0.83, candidates MBR-030103, MBR-037274

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 Timothy ClarkMBR-030103, score 0.83, 2 recordsLinkLink to Virginia ClarkMBR-037274, score 0.64, 3 recordsLinkConfirm as a distinct identityCLM-425185 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-54287
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034103
Opened: 2026-10-19 19:54:36
Top score: 0.83