Steward case

CASE-001606

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

OpenCheckpointckpt-run-mvfoap9e-22996workflow paused, state held

Side-by-side comparison

Incoming CLM-420999 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420999incoming	#1MBR-012953Tyler Reed 0.834 rec. Best evidence: NameDate of birth	#2MBR-019261Tyler Reed 0.831 rec. Best evidence: NameDate of birth
Name	Tyler Q Reed	Tyler Q Reed	Tyler Reed
Date of birth	1950-11-15	1950-11-15	1950-11-15
Member ID	—	UHC-02986-81	—
SSN	— •••-••-UNKNOWN	•••-••-1448	—
Phone	— -	2666573788	—
Email	— null	—	—
Address	—	7735 Meadow Ln	—
City / state / ZIP	— null, null	Eden Prairie, MN, 55380	—
Group	GRP-4911	GRP-4911	—
Plan	CHOICE-PLUS-PPO	NAVIGATE-HMO	—
Sources, records	CLM1 record	CLM ×3TPA ×14 records	TPA ×11 record

Evidence detail

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

▶#1MBR-012953Tyler Reed0.83

Matched against CLM-421001, 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-421001Tyler Reed1950-11-15Scored 1.00
CLMCLM-421000Tylar Reed1949-11-15Rule 0.96
CLMCLM-420998Tyler Reed1950-11-15Scored 1.00
TPATPA-59238Tyler Reed1950-11-15Scored 1.00

▶#2MBR-019261Tyler Reed0.83

Matched against TPA-59237, 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-59237Tyler Reed1950-11-15Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392619237937
Escalated CLM-420999, top score 0.83, candidates MBR-012953, MBR-019261

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 Tyler ReedMBR-012953, score 0.83, 4 recordsLinkLink to Tyler ReedMBR-019261, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-420999 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-22996
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018433
Opened: 2026-10-19 19:54:36
Top score: 0.83