Steward case

CASE-001441

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

OpenCheckpointckpt-run-mvfoap9e-37927workflow paused, state held

Side-by-side comparison

Incoming CLM-414105 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414105incoming	#1MBR-033476Isabella Lynch 0.833 rec. Best evidence: NameDate of birth	#2MBR-022152Mei Lynch 0.641 rec. Best evidence: none ≥ 0.90
Name	Isabella Lynch	Isabella N Lynch	Mei G Lynch
Date of birth	1998-01-28	1998-01-28	1998-05-28
Member ID	— UNKNOWN	UHC-07898-24	UHC-03988-22
SSN	— •••-••-null	•••-••-2796	•••-••-2932
Phone	—	7183223704	—
Email	— UNKNOWN	isabella.lynch36@gmail.com	mei.lynch20@icloud.com
Address	—	630 Church St	1806 Main St
City / state / ZIP	— null, null, NULL	Phoenix, AZ, 85099	Jacksonville, FL, 32249
Group	GRP-1014	GRP-1014	GRP-4083
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×2PRV ×13 records	ENR ×11 record

Evidence detail

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

▶#1MBR-033476Isabella Lynch0.83

Matched against PRV-24099, 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-118489Isabella LynchRule 0.96
ENRENR-118490Isabella LynchRule 0.96
PRVPRV-24099Isabella Lynch1998-01-28Rule 0.96

▶#2MBR-022152Mei Lynch0.64

Matched against ENR-122620, 2 fields compared, weighted score 0.644

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-122620Mei Lynch1998-05-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3924b247014d
Escalated CLM-414105, top score 0.83, candidates MBR-033476, MBR-022152

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 Isabella LynchMBR-033476, score 0.83, 3 recordsLinkLink to Mei LynchMBR-022152, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-414105 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-37927
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026988
Opened: 2026-10-19 19:54:36
Top score: 0.83