Steward case

CASE-001107

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

OpenCheckpointckpt-run-mvfoap9e-98265workflow paused, state held

Side-by-side comparison

Incoming CLM-425643 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425643incoming	#1MBR-026427Nancy Welch 0.831 rec. Best evidence: NameDate of birth	#2MBR-046510Nancy Welch 0.831 rec. Best evidence: NameDate of birth
Name	Nancy Welch	Nancy I Welch	Nancy Welch
Date of birth	1954-03-08	1954-03-08	1954-03-08
Member ID	— UNKNOWN	UHC-74613-35	—
SSN	— •••-••-N/A	•••-••-6827	—
Phone	— UNKNOWN	6589867965	—
Email	—	nancy.welch@hotmail.com	—
Address	—	5971 Union St	—
City / state / ZIP	— NULL, UNKNOWN	Dallas, TX, 75216	—
Group	—	GRP-2228	—
Plan	— null	OPTIONS-PPO	—
Sources, records	CLM1 record	ENR ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-026427Nancy Welch0.83

Matched against ENR-133551, 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-133551Nancy Welch1954-03-08Single record 1.00

▶#2MBR-046510Nancy Welch0.83

Matched against CLM-425644, 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-425644Nancy Welch1954-03-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cc03ea0f1d
Escalated CLM-425643, top score 0.83, candidates MBR-026427, MBR-046510

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 Nancy WelchMBR-026427, score 0.83, 1 recordLinkLink to Nancy WelchMBR-046510, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425643 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-98265
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046509
Opened: 2026-10-19 19:54:36
Top score: 0.83