Steward case

CASE-001228

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

OpenCheckpointckpt-run-mvfoap9e-4497workflow paused, state held

Side-by-side comparison

Incoming CLM-401641 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401641incoming	#1MBR-010852Judy Schultz 0.832 rec. Best evidence: NameDate of birth	#2MBR-013866Judy Schultz 0.832 rec. Best evidence: NameDate of birth
Name	Juddy Schultz	Judy Schultz	Judy Schultz
Date of birth	1971-11-05 11/05/71	1971-11-05	1971-11-05
Member ID	— NULL	UHC-68917-11	—
SSN	— •••-••-null	—	•••-••-5919
Phone	—	6744583506	6744583506
Email	— N/A	—	—
Address	— N/A	4311 Sage Ct # 928	3200 Ridge Rd
City / state / ZIP	— N/A, , UNKNOWN	Mesa, AZ, 85235	Minneapolis, MN, 55458
Group	GRP-9513	—	GRP-9513
Plan	OPTIONS-PPO	—	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×1TPA ×12 records	TPA ×22 records

Evidence detail

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

▶#1MBR-010852Judy Schultz0.83

Matched against PRV-20504, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-20504Judy Schultz1971-11-05Scored 1.00
TPATPA-50714Judy Schultz1971-11-05Scored 1.00

▶#2MBR-013866Judy Schultz0.83

Matched against TPA-50715, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-50715Judy Schultz1971-11-05Scored 0.93
TPATPA-50716Judy Schultz1971-11-05Scored 0.93

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393ecf87107f
Escalated CLM-401641, top score 0.83, candidates MBR-010852, MBR-013866

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 Judy SchultzMBR-010852, score 0.83, 2 recordsLinkLink to Judy SchultzMBR-013866, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-401641 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-4497
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004196
Opened: 2026-10-19 19:54:36
Top score: 0.83