Steward case

CASE-001253

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

OpenCheckpointckpt-run-mvfoap9e-88180workflow paused, state held

Side-by-side comparison

Incoming CLM-430116 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430116incoming	#1MBR-005632Juan Alexander 0.832 rec. Best evidence: NameDate of birth	#2MBR-015939Michael Alexander 0.643 rec. Best evidence: none ≥ 0.90	#3MBR-009107Nicholas Alexander 0.646 rec. Best evidence: none ≥ 0.90
Name	Juan Q Alexander	Juan Q Alexander	Michael Alexander	Nicholas Alexander
Date of birth	1989-04-28 28-04-1989	1989-04-28	1989-04-27	1989-04-25
Member ID	—	UHC-51910-62	UHC-07738-35	UHC-55928-14
SSN	— •••-••--	•••-••-7218	•••-••-8253	•••-••-9411
Phone	— -	8285258649	8776182850	7916354300
Email	—	juan.alexander65@hotmail.com	michael.alexander@proton.me	nicholas.alexander@proton.me
Address	—	9353 Main St Apt 13	3873 Market St	6192 Canyon Rd
City / state / ZIP	— UNKNOWN	Plano, TX, 75061	Dallas, TX, 75298	Mesa, AZ, 85282
Group	GRP-0967	GRP-0967	GRP-9452	GRP-4397
Plan	—	MEDICARE-ADV-B	NAVIGATE-HMO	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1CLM ×12 records	ENR ×2PRV ×13 records	CLM ×3PRV ×1ENR ×1TPA ×16 records

Evidence detail

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

▶#1MBR-005632Juan Alexander0.83

Matched against ENR-139506, 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

ENRENR-139506Juan Alexander1989-04-28Rule 0.99
CLMCLM-430117Juan Alexander1989-04-28Rule 0.99

▶#2MBR-015939Michael Alexander0.64

Matched against ENR-140684, 2 fields compared, weighted score 0.643

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-140684Michael Alexander1989-04-27Rule 0.99
ENRENR-140683Michael Alexander1989-04-27Rule 0.99
PRVPRV-29056Mike Alexander1989-04-27Rule 0.99

▶#3MBR-009107Nicholas Alexander0.64

Matched against CLM-416246, 2 fields compared, weighted score 0.642

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-416246Nicholas Alexander1989-04-25Scored 1.00
CLMCLM-416247Nicholas Alexander1989-04-25Scored 1.00
CLMCLM-416245Nicholas Alexander1989-04-25Rule 0.99
PRVPRV-24825Nicholas Alexander1989-04-25Scored 1.00
ENRENR-121401Nicholas Alexander1989-04-25Scored 1.00
TPATPA-57129Nicholas Alexander1989-04-25Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398bd1a20437
Escalated CLM-430116, top score 0.83, candidates MBR-005632, MBR-015939, MBR-009107

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 Juan AlexanderMBR-005632, score 0.83, 2 recordsLinkLink to Michael AlexanderMBR-015939, score 0.64, 3 recordsLinkLink to Nicholas AlexanderMBR-009107, score 0.64, 6 recordsLinkConfirm as a distinct identityCLM-430116 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-88180
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044282
Opened: 2026-10-19 19:54:36
Top score: 0.83