Steward case

CASE-001131

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

OpenCheckpointckpt-run-mvfoap9e-81671workflow paused, state held

Side-by-side comparison

Incoming CLM-412831 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412831incoming	#1MBR-026644Wayne Roberts 0.831 rec. Best evidence: NameDate of birth	#2MBR-003831Gerald Robertson 0.635 rec. Best evidence: none ≥ 0.90
Name	Wayne Z Roberts	Wayne Z Roberts	Gerald K Robertson
Date of birth	1945-06-20	1945-06-20	1945-09-20
Member ID	UHC-07588-16	—	UHC-52253-14
SSN	— •••-••-NULL	—	—
Phone	—	—	3807900615
Email	wayne.roberts48@proton.me	—	gerald.robertson@icloud.com
Address	— null	9421 Oak St	2789 Palm Dr
City / state / ZIP	— N/A, NULL	Plano, TX, 75072	Phoenix, AZ, 85083
Group	—	GRP-0103	—
Plan	— N/A	MEDICARE-ADV-A	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×11 record	PRV ×4CLM ×15 records

Evidence detail

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

▶#1MBR-026644Wayne Roberts0.83

Matched against TPA-55641, 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

TPATPA-55641Wayne Roberts1945-06-20Single record 1.00

▶#2MBR-003831Gerald Robertson0.63

Matched against PRV-27801, 2 fields compared, weighted score 0.628

Field	Similarity	Weight	Share	Note
Name	0.76	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-27799Gerald Robertson1945-09-20Scored 1.00
PRVPRV-27801Gerald Robertson1945-09-20Scored 1.00
PRVPRV-27800Gerald Robertson1945-09-20Rule 0.99
PRVPRV-27798Gerald Robertson1945-09-20Scored 1.00
CLMCLM-426451Gerald Robertson1946-09-20Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391118a4401b
Escalated CLM-412831, top score 0.83, candidates MBR-026644, MBR-003831

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 Wayne RobertsMBR-026644, score 0.83, 1 recordLinkLink to Gerald RobertsonMBR-003831, score 0.63, 5 recordsLinkConfirm as a distinct identityCLM-412831 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-81671
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042731
Opened: 2026-10-19 19:54:36
Top score: 0.83