Steward case

CASE-001650

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

OpenCheckpointckpt-run-mvjj6udb-68540workflow paused, state held

Side-by-side comparison

Incoming CLM-412939 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412939incoming	#1MBR-006098Mariana Sullyvan 0.832 rec. Best evidence: NameDate of birth	#2MBR-035528Samel Sullivan 0.632 rec. Best evidence: none ≥ 0.90
Name	Mariana Sullivan	Mariana H Sullyvan	Samel Sullivan
Date of birth	2006-01-04 Jan 4, 2006	2006-01-04	2006-01-05
Member ID	— N/A	UHC-33040-89	UHC-70445-32
SSN	—	•••-••-3272	•••-••-9782
Phone	— null	7875679936	3565345198
Email	— NULL	mariana.sullivan@icloud.com	—
Address	— N/A	1102 Central Ave	2208 Indian School Rd
City / state / ZIP	— null	Glendale, AZ, 85365	Seattle, WA, 98182
Group	GRP-9972	GRP-9972	—
Plan	NAVIGATE-HMO	NAVIGATE-HMO	—
Sources, records	CLM1 record	ENR ×1TPA ×12 records	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-006098Mariana Sullyvan0.83

Matched against ENR-117002, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-117002Mariana Sullyvan2006-01-04Scored 0.99
TPATPA-55686Mariana Sullivan2006-01-04Scored 0.99

▶#2MBR-035528Samel Sullivan0.63

Matched against PRV-25917, 2 fields compared, weighted score 0.629

Field	Similarity	Weight	Share	Note
Name	0.76	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-25917Samel Sullivan2006-01-05Scored 0.99
CLMCLM-419930Samuel Sullivan2006-01-05Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a91a4985b1
Escalated CLM-412939, top score 0.83, candidates MBR-006098, MBR-035528

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 Mariana SullyvanMBR-006098, score 0.83, 2 recordsLinkLink to Samel SullivanMBR-035528, score 0.63, 2 recordsLinkConfirm as a distinct identityCLM-412939 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-mvjj6udb-68540
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039074
Opened: 2026-10-22 12:43:43
Top score: 0.83