Steward case

CASE-001609

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

OpenCheckpointckpt-run-mvfoap9e-98047workflow paused, state held

Side-by-side comparison

Incoming CLM-409066 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409066incoming	#1MBR-005964Stephen Scott 0.832 rec. Best evidence: NameDate of birth	#2MBR-001603Sarah Scott 0.723 rec. Best evidence: none ≥ 0.90
Name	Steve Scott	Stephen U Scott	Sarah T Scott
Date of birth	1944-06-15	1944-06-15	1944-05-16
Member ID	— N/A	UHC-60107-66	UHC-34036-57
SSN	— •••-••-null	•••-••-3343	—
Phone	— -	2312946332	4464659395
Email	— UNKNOWN	stephen.scott37@outlook.com	sarah.scott34@proton.me
Address	— -	3297 Forest Ave	9320 Maple Ave
City / state / ZIP	— null, NULL	Austin, TX, 78798	Orlando, FL
Group	GRP-0517	GRP-0517	GRP-3085
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records	CLM ×33 records

Evidence detail

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

▶#1MBR-005964Stephen Scott0.83

Matched against ENR-111978, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-111978Stephen Scott1944-06-15Scored 1.00
CLMCLM-409067Stephen ScottScored 1.00

▶#2MBR-001603Sarah Scott0.72

Matched against CLM-406299, 2 fields compared, weighted score 0.721

Field	Similarity	Weight	Share	Note
Name	0.84	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

CLMCLM-406297Sarah Sctot1944-05-16Rule 0.99
CLMCLM-406299Sarah Scott1944-05-16Rule 0.99
CLMCLM-406298Sarah Scott1944-05-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a4217500a2
Escalated CLM-409066, top score 0.83, candidates MBR-005964, MBR-001603

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 Stephen ScottMBR-005964, score 0.83, 2 recordsLinkLink to Sarah ScottMBR-001603, score 0.72, 3 recordsLinkConfirm as a distinct identityCLM-409066 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-98047
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046464
Opened: 2026-10-19 19:54:36
Top score: 0.83