Steward case

CASE-001124

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

OpenCheckpointckpt-run-mvfoap9e-83757workflow paused, state held

Side-by-side comparison

Incoming CLM-431914 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431914incoming	#1MBR-010066Juan Myers 0.833 rec. Best evidence: NameDate of birth	#2MBR-042297Betty Myers 0.601 rec. Best evidence: none ≥ 0.90
Name	Juan Myers	Juan G Myers	Betty Myers
Date of birth	2000-11-12 11/12/2000	2000-11-12	2000-12-11
Member ID	—	UHC-57612-75	—
SSN	•••-••-7554	—	—
Phone	—	9623449518	—
Email	— UNKNOWN	juan.myers87@hotmail.com	—
Address	— -	5401 Park Pl	—
City / state / ZIP	— UNKNOWN,	Dallas, TX, 75281	—
Group	GRP-3042	GRP-3042	—
Plan	—	CHOICE-PLUS-PPO	—
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-010066Juan Myers0.83

Matched against CLM-431915, 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-431915Juan Myers2000-11-12Scored 1.00
TPATPA-64084Juan Miers2000-11-12Scored 0.98
ENRENR-141900Juan Myers2000-11-12Scored 1.00

▶#2MBR-042297Betty Myers0.60

Matched against TPA-62675, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	0.60	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

TPATPA-62675Betty Myers2000-12-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39887e024398
Escalated CLM-431914, top score 0.83, candidates MBR-010066, MBR-042297

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 Juan MyersMBR-010066, score 0.83, 3 recordsLinkLink to Betty MyersMBR-042297, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-431914 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-83757
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043255
Opened: 2026-10-19 19:54:36
Top score: 0.83