Steward case

CASE-001395

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

OpenCheckpointckpt-run-mvjj6udb-73206workflow paused, state held

Side-by-side comparison

Incoming CLM-404534 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404534incoming	#1MBR-029602Olivia Walker 0.831 rec. Best evidence: NameDate of birth	#2MBR-021408Olivia Walker 0.751 rec. Best evidence: NameDate of birth
Name	Olivia Walker	Olivia Walker	Olivia Walker
Date of birth	1967-04-24	1967-04-24	1967-04-24
Member ID	— NULL	—	UHC-17212-22
SSN	—	—	—
Phone	— -	—	—
Email	—	—	olivia.walker59@proton.me
Address	9153 Church St 9153 Church Street	—	6837 Union St
City / state / ZIP	San Antonio, TX, 78281	—	Jacksonville, FL, 32225
Group	GRP-5519	GRP-5519	GRP-5519
Plan	— UNKNOWN	—	SELECT-EPO
Sources, records	CLM1 record	TPA ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-029602Olivia Walker0.83

Matched against TPA-51973, 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-51973Olivia Walker1967-04-24Single record 1.00

▶#2MBR-021408Olivia Walker0.75

Matched against ENR-105971, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-105971Olivia Walker1967-04-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554e3a60ea30
Escalated CLM-404534, top score 0.83, candidates MBR-029602, MBR-021408

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 Olivia WalkerMBR-029602, score 0.83, 1 recordLinkLink to Olivia WalkerMBR-021408, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-404534 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-73206
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040487
Opened: 2026-10-22 12:43:43
Top score: 0.83