Steward case

CASE-001175

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

OpenCheckpointckpt-run-mvjj6udb-30818workflow paused, state held

Side-by-side comparison

Incoming CLM-416479 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416479incoming	#1MBR-003997Jean Lynch 0.832 rec. Best evidence: Date of birth	#2MBR-023207Jen Lynch 0.831 rec. Best evidence: NameDate of birth
Name	Jen Lynch Lynch, Jen	Jean P Lynch	Jen Lynch
Date of birth	1996-12-23	1996-12-23	1996-12-23
Member ID	—	UHC-03327-17	—
SSN	—	•••-••-9325	—
Phone	—	7358644371	—
Email	— NULL	—	—
Address	— null	5840 Spring St	—
City / state / ZIP	— UNKNOWN	Sacramento, CA, 95860	—
Group	— N/A	GRP-9849	—
Plan	— UNKNOWN	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×1ENR ×12 records	CLM ×11 record

Evidence detail

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

▶#1MBR-003997Jean Lynch0.83

Matched against CLM-416478, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.88	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-416478Jean Lynnch1996-12-23Rule 0.99
ENRENR-121644Jean Lynch1996-12-23Rule 0.99

▶#2MBR-023207Jen Lynch0.83

Matched against CLM-416480, 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-416480Jen Lynch1996-12-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e2abe6d08f
Escalated CLM-416479, top score 0.83, candidates MBR-003997, MBR-023207

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 Jean LynchMBR-003997, score 0.83, 2 recordsLinkLink to Jen LynchMBR-023207, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-416479 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-30818
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023206
Opened: 2026-10-22 12:43:43
Top score: 0.83