Steward case

CASE-001833

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

OpenCheckpointckpt-run-mvfoap9e-59464workflow paused, state held

Side-by-side comparison

Incoming CLM-407646 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407646incoming	#1MBR-006979Diana Rian 0.832 rec. Best evidence: NameDate of birth	#2MBR-029922Diana Ryan 0.833 rec. Best evidence: NameDate of birth
Name	Diana D Ryan	Diana Rian	Diana D Ryan
Date of birth	1945-09-14	1945-09-14	1945-09-14
Member ID	— null	—	UHC-42761-74
SSN	—	—	•••-••-8648
Phone	— null	6742543948	6742543948
Email	— -	diana.ryan@aol.com	diana.ryan@aol.com
Address	— null	3336 Market St	5268 Canyon Rd
City / state / ZIP	— -, null , UNKNOWN	Tucson, AZ, 85736	Scottsdale, AZ, 85200
Group	GRP-1041	GRP-1041	GRP-1041
Plan	CORE-HMO	—	CORE-HMO
Sources, records	CLM1 record	PRV ×1TPA ×12 records	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-006979Diana Rian0.83

Matched against PRV-22258, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.91	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-22258Diana Rian1945-09-14Scored 0.97
TPATPA-53345Diana Ryan1945-09-14Scored 0.97

▶#2MBR-029922Diana Ryan0.83

Matched against ENR-110028, 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-110028Diana Ryan1945-09-14Scored 1.00
CLMCLM-407645Diana Ryan1945-09-14Scored 1.00
ENRENR-110027Diana Ryan1945-09-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ff53cfd509
Escalated CLM-407646, top score 0.83, candidates MBR-006979, MBR-029922

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 Diana RianMBR-006979, score 0.83, 2 recordsLinkLink to Diana RyanMBR-029922, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-407646 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-59464
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036023
Opened: 2026-10-19 19:54:36
Top score: 0.83