Steward case

CASE-001552

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

OpenCheckpointckpt-run-mvfoap9e-87029workflow paused, state held

Side-by-side comparison

Incoming CLM-424358 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424358incoming	#1MBR-014916Julie Alexander 0.833 rec. Best evidence: NameDate of birth	#2MBR-028485Julie Alexander 0.751 rec. Best evidence: Name
Name	Julie Alexander	Julie Alexander	Julie Alexander
Date of birth	1996-01-22 22-01-1996	1996-01-22	1995-01-22
Member ID	— NULL	UHC-03560-02	—
SSN	— •••-••-N/A	•••-••-1377	—
Phone	— UNKNOWN	7983554718	—
Email	— -	julie.alexander@hotmail.com	—
Address	—	6091 Highland Ave	6091 Highland Ave
City / state / ZIP	— null, - , NULL	Miami, FL	Miami, FL, 33103
Group	— NULL	GRP-3753	—
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO	—
Sources, records	CLM1 record	ENR ×1CLM ×1PRV ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-014916Julie Alexander0.83

Matched against ENR-131837, 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-131837Julie Alexander1996-01-22Rule 0.99
CLMCLM-424357Julie Alexander1996-01-22Rule 0.99
PRVPRV-27177Julie Alexander1996-01-22Scored 0.94

▶#2MBR-028485Julie Alexander0.75

Matched against TPA-60731, 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

TPATPA-60731Julie Alexander1995-01-22Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390dd61a64d2
Escalated CLM-424358, top score 0.83, candidates MBR-014916, MBR-028485

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 Julie AlexanderMBR-014916, score 0.83, 3 recordsLinkLink to Julie AlexanderMBR-028485, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-424358 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-87029
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044009
Opened: 2026-10-19 19:54:36
Top score: 0.83