Steward case

CASE-001293

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

OpenCheckpointckpt-run-mvjj6udb-4859workflow paused, state held

Side-by-side comparison

Incoming CLM-414683 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414683incoming	#1MBR-025617Edward Chapman 0.832 rec. Best evidence: NameDate of birth	#2MBR-034501Sarah Chpman 0.672 rec. Best evidence: none ≥ 0.90
Name	Edward Chapman	Edward Chapman	Sarah Z Chpman
Date of birth	1987-07-17	1987-07-17	1987-01-17
Member ID	— N/A	UHC-78624-36	UHC-78688-10
SSN	— •••-••-NULL	•••-••-6103	•••-••-8765
Phone	— NULL	5007530056	5845740600
Email	—	edward.chapman32@outlook.com	sarah.chapman24@proton.me
Address	— N/A	5480 Mountain View Dr	3127 Main St
City / state / ZIP	— UNKNOWN, NULL, N/A	Tempe, AZ, 85223	Fresno, CA, 93755
Group	GRP-2874	GRP-2874	GRP-5375
Plan	—	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records	ENR ×22 records

Evidence detail

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

▶#1MBR-025617Edward Chapman0.83

Matched against CLM-414682, 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-414682Edward Chapman1987-07-17Scored 1.00
ENRENR-119322Edward Chapman1987-07-17Scored 1.00

▶#2MBR-034501Sarah Chpman0.67

Matched against ENR-139402, 2 fields compared, weighted score 0.666

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-139402Sarah Chapman1987-01-17Rule 0.99
ENRENR-139403Sarah Chpman1987-01-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555869678a45
Escalated CLM-414683, top score 0.83, candidates MBR-025617, MBR-034501

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 Edward ChapmanMBR-025617, score 0.83, 2 recordsLinkLink to Sarah ChpmanMBR-034501, score 0.67, 2 recordsLinkConfirm as a distinct identityCLM-414683 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-4859
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004526
Opened: 2026-10-22 12:43:43
Top score: 0.83