Steward case

CASE-001356

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

OpenCheckpointckpt-run-mvfoap9e-5225workflow paused, state held

Side-by-side comparison

Incoming CLM-404125 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404125incoming	#1MBR-012577Alberrt Kim 0.831 rec. Best evidence: NameDate of birth	#2MBR-046100Albert Kim 0.831 rec. Best evidence: NameDate of birth	#3MBR-030580Albert Kim 0.751 rec. Best evidence: Name
Name	Albert Kim	Alberrt I Kim	Albert I Kim	Albert Kim
Date of birth	1989-09-03	1989-09-03	1989-09-03	1988-09-03
Member ID	— -	—	—	UHC-21636-30
SSN	— •••-••-null	•••-••-6891	—	—
Phone	5537033885 15537033885	—	—	—
Email	— null	—	—	—
Address	— null	2264 Pine Dr	—	2264 Pine Dr
City / state / ZIP	— NULL	Tucson, AZ, 85784	—	Tucson, AZ, 85784
Group	GRP-2596	—	—	GRP-2596
Plan	NAVIGATE-HMO	—	—	—
Sources, records	CLM1 record	TPA ×11 record	TPA ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-012577Alberrt Kim0.83

Matched against TPA-51787, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-51787Alberrt Kim1989-09-03Single record 1.00

▶#2MBR-046100Albert Kim0.83

Matched against TPA-51788, 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-51788Albert Kim1989-09-03Single record 1.00

▶#3MBR-030580Albert Kim0.75

Matched against CLM-404124, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-404124Albert Kim1988-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394257f64e71
Escalated CLM-404125, top score 0.83, candidates MBR-012577, MBR-046100, MBR-030580

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 Alberrt KimMBR-012577, score 0.83, 1 recordLinkLink to Albert KimMBR-046100, score 0.83, 1 recordLinkLink to Albert KimMBR-030580, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-404125 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-5225
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004861
Opened: 2026-10-19 19:54:36
Top score: 0.83