Steward case

CASE-001144

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

OpenCheckpointckpt-run-mvfoap9e-21167workflow paused, state held

Side-by-side comparison

Incoming CLM-423973 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423973incoming	#1MBR-021295Isabella Edwards 0.833 rec. Best evidence: NameDate of birth	#2MBR-003883Brandon Edwards 0.623 rec. Best evidence: none ≥ 0.90
Name	Isabella Edwards	Isabella I Edwards	Brandon J Edwards
Date of birth	1948-09-23	1948-09-23	1948-04-23
Member ID	— null	UHC-90465-53	UHC-65049-62
SSN	— •••-••--	•••-••-0132	—
Phone	—	8766377116	5549175741
Email	— null	isabella.edwards87@icloud.com	brandon.edwards54@gmail.com
Address	—	2003 Washington St	3531 Church St
City / state / ZIP	— NULL	Tucson, AZ, 85704	Sacramento, CA, 95850
Group	GRP-2332	GRP-2332	GRP-8035
Plan	—	OPTIONS-PPO	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×23 records	TPA ×1PRV ×23 records

Evidence detail

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

▶#1MBR-021295Isabella Edwards0.83

Matched against CLM-423972, 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-423972Isabella Edwards1948-09-23Scored 1.00
ENRENR-131343Isabella Edwards1948-09-23Scored 1.00
ENRENR-131344Isabella Edwars1948-09-23Rule 0.99

▶#2MBR-003883Brandon Edwards0.62

Matched against TPA-63586, 2 fields compared, weighted score 0.619

Field	Similarity	Weight	Share	Note
Name	0.74	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-63586Brandon Edwards1948-04-23Scored 1.00
PRVPRV-29000Brandon Edwards1948-04-23Scored 1.00
PRVPRV-28999Brandon Edwards1948-04-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39562653aabd
Escalated CLM-423973, top score 0.83, candidates MBR-021295, MBR-003883

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 Isabella EdwardsMBR-021295, score 0.83, 3 recordsLinkLink to Brandon EdwardsMBR-003883, score 0.62, 3 recordsLinkConfirm as a distinct identityCLM-423973 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-21167
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017220
Opened: 2026-10-19 19:54:36
Top score: 0.83