Steward case

CASE-001181

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

OpenCheckpointckpt-run-mvjj6udb-67051workflow paused, state held

Side-by-side comparison

Incoming PRV-24789 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-24789incoming	#1MBR-013586Harold Greene 0.835 rec. Best evidence: NameDate of birth	#2MBR-014250Carolyn Green 0.671 rec. Best evidence: none ≥ 0.90
Name	Harold Greane	Harold Greene	Carolyn S Green
Date of birth	1994-12-16	1994-12-16	1994-12-19
Member ID	— UNKNOWN	UHC-22101-81	—
SSN	—	•••-••-0956	—
Phone	—	9595439891	—
Email	—	harold.greene12@icloud.com	—
Address	— null	7545 Ocean Ave	9765 Bayshore Dr
City / state / ZIP	— N/A, N/A, NULL	Seattle, WA	Atlanta, GA, 30391
Group	—	GRP-3890	—
Plan	— null	CORE-HMO	—
Sources, records	PRV1 record	CLM ×2ENR ×1TPA ×1PRV ×15 records	TPA ×11 record

Evidence detail

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

▶#1MBR-013586Harold Greene0.83

Matched against CLM-416146, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.93	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-416146Harold Greene1994-12-16Scored 1.00
ENRENR-121239Harold Greene1994-12-16Scored 1.00
CLMCLM-416147Harold Greene1994-12-16Scored 1.00
TPATPA-57076Harold Greene1994-12-16Scored 1.00
PRVPRV-24790Harold Greene1994-12-16Scored 0.94

▶#2MBR-014250Carolyn Green0.67

Matched against TPA-51560, 2 fields compared, weighted score 0.674

Field	Similarity	Weight	Share	Note
Name	0.85	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-51560Carolyn Green1994-12-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c36c8a9203
Escalated PRV-24789, top score 0.83, candidates MBR-013586, MBR-014250

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 Harold GreeneMBR-013586, score 0.83, 5 recordsLinkLink to Carolyn GreenMBR-014250, score 0.67, 1 recordLinkConfirm as a distinct identityPRV-24789 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-67051
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038608
Opened: 2026-10-22 12:43:43
Top score: 0.83