Steward case

CASE-001170

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

OpenCheckpointckpt-run-mvjj6udb-25435workflow paused, state held

Side-by-side comparison

Incoming CLM-426038 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426038incoming	#1MBR-003973Evelyn Yang 0.832 rec. Best evidence: NameDate of birth	#2MBR-012152Evelyn Yang 0.831 rec. Best evidence: NameDate of birth
Name	Evelyn Yang Yang, Evelyn	Evelyn Yang	Evelyn Yang
Date of birth	1985-12-24	1985-12-24	1985-12-24
Member ID	— N/A	UHC-37213-97	—
SSN	—	•••-••-7787	—
Phone	— null	4834149028	—
Email	— UNKNOWN	—	—
Address	— N/A	8283 Main St	—
City / state / ZIP	— -, -	Fresno, CA, 93730	—
Group	— UNKNOWN	GRP-3825	GRP-3825
Plan	NAVIGATE-HMO	NAVIGATE-HMO	—
Sources, records	CLM1 record	CLM ×1ENR ×12 records	TPA ×11 record

Evidence detail

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

▶#1MBR-003973Evelyn Yang0.83

Matched against ENR-134084, 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-426039Evelyn Yang1984-12-24Rule 0.96
ENRENR-134084Evelyn Yang1985-12-24Rule 0.96

▶#2MBR-012152Evelyn Yang0.83

Matched against TPA-61503, 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-61503Evelyn Yang1985-12-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ca5f3ddf3e
Escalated CLM-426038, top score 0.83, candidates MBR-003973, MBR-012152

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 Evelyn YangMBR-003973, score 0.83, 2 recordsLinkLink to Evelyn YangMBR-012152, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-426038 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-mvjj6udb-25435
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020011
Opened: 2026-10-22 12:43:43
Top score: 0.83