Steward case

CASE-001692

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

OpenCheckpointckpt-run-mvjj6udb-21035workflow paused, state held

Side-by-side comparison

Incoming CLM-401782 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401782incoming	#1MBR-026819Jeremy Bailey 0.832 rec. Best evidence: NameDate of birth	#2MBR-010960Jason Bailey 0.651 rec. Best evidence: none ≥ 0.90
Name	Jeremy Bailey	Jeremy Bailey	Jason Y Bailey
Date of birth	1956-06-22 6/22/1956	1956-06-22	1956-08-22
Member ID	— N/A	UHC-93530-44	UHC-37471-86
SSN	— •••-••-null	•••-••-9659	•••-••-8402
Phone	— NULL	4675944062	3772454021
Email	— NULL	jeremy.bailey@icloud.com	jason.bailey95@gmail.com
Address	— -	2491 Cedar Ln	8553 Maple Ave
City / state / ZIP	— null	Fresno, CA, 93755	Tempe, AZ, 85286
Group	GRP-2622	GRP-2622	GRP-4084
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-026819Jeremy Bailey0.83

Matched against PRV-20537, 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

PRVPRV-20537Jeremy Bailey1956-06-22Scored 1.00
ENRENR-102337Jeremy Bailey1956-06-22Scored 1.00

▶#2MBR-010960Jason Bailey0.65

Matched against ENR-116846, 2 fields compared, weighted score 0.652

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-116846Jason Bailey1956-08-22Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553dd37e94cc
Escalated CLM-401782, top score 0.83, candidates MBR-026819, MBR-010960

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 Jeremy BaileyMBR-026819, score 0.83, 2 recordsLinkLink to Jason BaileyMBR-010960, score 0.65, 1 recordLinkConfirm as a distinct identityCLM-401782 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-21035
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017127
Opened: 2026-10-22 12:43:43
Top score: 0.83