Steward case

CASE-001217

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

OpenCheckpointckpt-run-mvfoap9e-21510workflow paused, state held

Side-by-side comparison

Incoming CLM-415944 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415944incoming	#1MBR-004157Abigail Olson 0.834 rec. Best evidence: NameDate of birth	#2MBR-046708Mracus Olson 0.641 rec. Best evidence: none ≥ 0.90
Name	Abigail B Olson Abigail B. Olson	Abigail B Olson	Mracus Olson
Date of birth	1944-07-07	1944-07-07	1944-02-07
Member ID	—	UHC-32653-35	UHC-01972-95
SSN	— •••-••- -	•••-••-6161	•••-••-1861
Phone	— NULL	4863715490	2926430177
Email	— -	abigail.olson@aol.com	—
Address	—	4859 Hillcrest Rd	2745 Broadway
City / state / ZIP	— N/A, null, NULL	Nashville, TN, 37264	Dallas, TX, 75202
Group	GRP-6864	GRP-6864	GRP-3837
Plan	—	NAVIGATE-HMO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×24 records	ENR ×11 record

Evidence detail

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

▶#1MBR-004157Abigail Olson0.83

Matched against ENR-121003, 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-56984Abigail Olson1945-07-07Rule 0.96
ENRENR-121003Abigail Olson1944-07-07Rule 0.99
CLMCLM-415943Abby Olson1944-07-07Rule 0.99
CLMCLM-415942Abigail Olson1944-07-07Rule 0.99

▶#2MBR-046708Mracus Olson0.64

Matched against ENR-111747, 2 fields compared, weighted score 0.637

Field	Similarity	Weight	Share	Note
Name	0.77	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-111747Mracus Olson1944-02-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395c62b45018
Escalated CLM-415944, top score 0.83, candidates MBR-004157, MBR-046708

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 Abigail OlsonMBR-004157, score 0.83, 4 recordsLinkLink to Mracus OlsonMBR-046708, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-415944 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-21510
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017447
Opened: 2026-10-19 19:54:36
Top score: 0.83