Steward case

CASE-001315

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

OpenCheckpointckpt-run-mvjj6udb-41471workflow paused, state held

Side-by-side comparison

Incoming CLM-418928 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418928incoming	#1MBR-004629Cheryl Bradley 0.831 rec. Best evidence: NameDate of birth	#2MBR-027848Douglas Bradley 0.641 rec. Best evidence: none ≥ 0.90
Name	Cheryl Bradley	Cheryl Bradley	Douglas F Bradley
Date of birth	1963-04-03 4/3/1963	1963-04-03	1963-04-07
Member ID	— NULL	UHC-42833-15	UHC-14225-35
SSN	—	•••-••-7329	•••-••-6456
Phone	—	3539978360	—
Email	—	cheryl.bradley20@outlook.com	douglas.bradley88@proton.me
Address	—	2853 Church St	75 Washington St
City / state / ZIP	— null	San Antonio, TX, 78228	Miami, FL, 33107
Group	GRP-7828	GRP-7828	GRP-5285
Plan	NAVIGATE-HMO	NAVIGATE-HMO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-004629Cheryl Bradley0.83

Matched against ENR-124941, 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-124941Cheryl Bradley1963-04-03Single record 1.00

▶#2MBR-027848Douglas Bradley0.64

Matched against ENR-120864, 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-120864Douglas Bradley1963-04-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55eea085453f
Escalated CLM-418928, top score 0.83, candidates MBR-004629, MBR-027848

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 Cheryl BradleyMBR-004629, score 0.83, 1 recordLinkLink to Douglas BradleyMBR-027848, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-418928 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-41471
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028703
Opened: 2026-10-22 12:43:43
Top score: 0.83