Steward case

CASE-001530

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

OpenCheckpointckpt-run-mvfoap9e-44344workflow paused, state held

Side-by-side comparison

Incoming CLM-404318 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404318incoming	#1MBR-005651Angla Waggner 0.832 rec. Best evidence: NameDate of birth	#2MBR-029988Angela Wagner 0.831 rec. Best evidence: NameDate of birth	#3MBR-035108Angela Wagner 0.831 rec. Best evidence: NameDate of birth
Name	Angela T Wagner	Angla Waggner	Angela T Wagner	Angela T Wagner
Date of birth	1951-05-16	1951-05-16	1951-05-16	1951-05-16
Member ID	—	UHC-74137-63	—	—
SSN	—	•••-••-9231	—	—
Phone	—	—	—	5045510267
Email	—	—	—	—
Address	— N/A	2618 Camelback Rd # 624	—	—
City / state / ZIP	— null, N/A	San Diego, CA, 92175	—	—
Group	GRP-9777	GRP-9777	GRP-9777	GRP-9777
Plan	OPTIONS-PPO	—	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1TPA ×12 records	CLM ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-005651Angla Waggner0.83

Matched against CLM-404316, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-404316Angla Waggner1951-05-16Scored 0.99
TPATPA-51877Angela Wagner1951-05-16Scored 0.99

▶#2MBR-029988Angela Wagner0.83

Matched against CLM-404317, 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

CLMCLM-404317Angela Wagner1951-05-16Single record 1.00

▶#3MBR-035108Angela Wagner0.83

Matched against CLM-404315, 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

CLMCLM-404315Angela Wagner1951-05-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f9a8cece94
Escalated CLM-404318, top score 0.83, candidates MBR-005651, MBR-029988, MBR-035108

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 Angla WaggnerMBR-005651, score 0.83, 2 recordsLinkLink to Angela WagnerMBR-029988, score 0.83, 1 recordLinkLink to Angela WagnerMBR-035108, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-404318 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-44344
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029987
Opened: 2026-10-19 19:54:36
Top score: 0.83