Steward case

CASE-001506

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

OpenCheckpointckpt-run-mvfoap9e-22629workflow paused, state held

Side-by-side comparison

Incoming CLM-419263 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419263incoming	#1MBR-018175Vincent Dixon 0.834 rec. Best evidence: NameDate of birth	#2MBR-005480Brian Dixon 0.663 rec. Best evidence: none ≥ 0.90
Name	Vincent Dixon	Vincent C Dixon	Brian Dixon
Date of birth	1985-07-10	1985-07-10	1985-07-13
Member ID	— UNKNOWN	UHC-85495-07	UHC-02163-23
SSN	— •••-••-UNKNOWN	•••-••-6002	—
Phone	— N/A	2163164367	3405053318
Email	— NULL	vincent.dixon@hotmail.com	—
Address	— N/A	7753 Pine Dr	8209 Maple Ave
City / state / ZIP	— N/A, null, -	Seattle, WA, 98140	Gilbert, AZ
Group	GRP-3647	GRP-3647	GRP-1761
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×1TPA ×1CLM ×14 records	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-018175Vincent Dixon0.83

Matched against ENR-125399, 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-125399Vincent Dixon1985-07-10Rule 0.99
PRVPRV-25730Vincent Dixon1985-07-10Scored 1.00
TPATPA-58514Vincent Dixon1985-07-10Scored 1.00
CLMCLM-419264Vincent Dixon1985-07-10Scored 1.00

▶#2MBR-005480Brian Dixon0.66

Matched against ENR-138177, 2 fields compared, weighted score 0.662

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-138177Brian Dixon1985-07-13Scored 1.00
CLMCLM-429117Brian Dixon1985-07-13Scored 1.00
CLMCLM-429116Brian DixonRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d4cc8ccc65
Escalated CLM-419263, top score 0.83, candidates MBR-018175, MBR-005480

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 Vincent DixonMBR-018175, score 0.83, 4 recordsLinkLink to Brian DixonMBR-005480, score 0.66, 3 recordsLinkConfirm as a distinct identityCLM-419263 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-22629
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018201
Opened: 2026-10-19 19:54:36
Top score: 0.83