Steward case

CASE-001211

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

OpenCheckpointckpt-run-mvfoap9e-84758workflow paused, state held

Side-by-side comparison

Incoming CLM-410090 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410090incoming	#1MBR-004125Aisha Chen 0.833 rec. Best evidence: NameDate of birth	#2MBR-024318Aisha Chen 0.832 rec. Best evidence: NameDate of birth
Name	Aisha Chen	Aisha Chen	Aisha Chen
Date of birth	1944-10-03 10/3/1944	1944-10-03	1944-10-03
Member ID	— null	UHC-11222-74	—
SSN	— •••-••- UNKNOWN	•••-••-4187	—
Phone	— N/A	7409994529	7409994529
Email	—	aisha.chen93@yahoo.com	—
Address	—	8555 Main St	5831 Sage Ct
City / state / ZIP	— NULL, NULL, UNKNOWN	Plano, TX, 75076	Sacramento, CA, 95808
Group	GRP-1380	GRP-1380	GRP-1380
Plan	—	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-004125Aisha Chen0.83

Matched against TPA-54418, 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-54418Aisha Chen1944-10-03Rule 0.99
CLMCLM-410091Aisha Chen1944-10-03Rule 0.99
ENRENR-113298Aisha Chen1944-10-03Rule 0.99

▶#2MBR-024318Aisha Chen0.83

Matched against CLM-410089, 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-410089Aisha Chen1944-10-03Scored 0.93
TPATPA-54419Aisha Chen1944-10-03Scored 0.93

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3951cc027b97
Escalated CLM-410090, top score 0.83, candidates MBR-004125, MBR-024318

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 Aisha ChenMBR-004125, score 0.83, 3 recordsLinkLink to Aisha ChenMBR-024318, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-410090 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-84758
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043499
Opened: 2026-10-19 19:54:36
Top score: 0.83