Steward case

CASE-001843

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

OpenCheckpointckpt-run-mvjj6udb-7739workflow paused, state held

Side-by-side comparison

Incoming CLM-417123 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417123incoming	#1MBR-022487Wayne Morris 0.834 rec. Best evidence: NameDate of birth	#2MBR-020191Morris Wayne 0.632 rec. Best evidence: Name	#3MBR-041172Wayne Morris 0.631 rec. Best evidence: Name
Name	Wayne Morris	Wayne E Morris	Morris Wayne	Wayne Morris
Date of birth	1984-06-07	1984-06-07	1956-06-07	1956-06-07
Member ID	— null	UHC-85819-24	UHC-81299-54	—
SSN	—	•••-••-5065	•••-••-5334	—
Phone	— NULL	8166404542	4189518316	—
Email	— UNKNOWN	—	wayne.morris@hotmail.com	—
Address	—	3686 Main St	6002 Baseline Rd	6002 Baseline Rd
City / state / ZIP	— NULL, , N/A	Charlotte, NC, 28267	Charlotte, NC, 28297	Charlotte, NC, 28297
Group	GRP-1009	GRP-1009	GRP-6032	—
Plan	— NULL	MEDICARE-ADV-A	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×1CLM ×2ENR ×14 records	CLM ×1ENR ×12 records	TPA ×11 record

Evidence detail

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

▶#1MBR-022487Wayne Morris0.83

Matched against PRV-25073, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-25073Wayne Moorris1984-06-07Rule 0.99
CLMCLM-417122Wayne Morris1984-06-07Rule 0.99
CLMCLM-417124Wayne Moris1984-06-07Rule 0.99
ENRENR-122535Wayne Morris1984-06-07Rule 0.99

▶#2MBR-020191Morris Wayne0.63

Matched against CLM-430494, 2 fields compared, weighted score 0.625

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.25	3	50%	month_day

Guard: noneConflicts: none

Records in this identity

CLMCLM-430494Wayne Morris1956-06-07Rule 0.99
ENRENR-140020Morris Wayne1956-06-07Rule 0.99

▶#3MBR-041172Wayne Morris0.63

Matched against TPA-63463, 2 fields compared, weighted score 0.625

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.25	3	50%	month_day

Guard: noneConflicts: none

Records in this identity

TPATPA-63463Wayne Morris1956-06-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55352072b17d
Escalated CLM-417123, top score 0.83, candidates MBR-022487, MBR-020191, MBR-041172

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 Wayne MorrisMBR-022487, score 0.83, 4 recordsLinkLink to Morris WayneMBR-020191, score 0.63, 2 recordsLinkLink to Wayne MorrisMBR-041172, score 0.63, 1 recordLinkConfirm as a distinct identityCLM-417123 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-7739
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007028
Opened: 2026-10-22 12:43:43
Top score: 0.83