Steward case

CASE-001849

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

OpenCheckpointckpt-run-mvfoap9e-90726workflow paused, state held

Side-by-side comparison

Incoming CLM-402565 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402565incoming	#1MBR-027611Janice Rose 0.831 rec. Best evidence: NameDate of birth	#2MBR-018682Frances Ross 0.663 rec. Best evidence: none ≥ 0.90
Name	Janice Rose	Janice Rose	Frances B Ross
Date of birth	1987-12-14	1987-12-14	1987-12-11
Member ID	— N/A	—	UHC-49985-38
SSN	•••-••-3542	—	•••-••-8404
Phone	— NULL	—	3023838491
Email	— NULL	—	frances.ross21@icloud.com
Address	—	6492 Palm Dr	379 Washington St
City / state / ZIP	— N/A, -, UNKNOWN	Denver, CO, 80290	Las Vegas, NV, 89188
Group	— null	—	GRP-6384
Plan	— NULL	CORE-HMO	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×11 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-027611Janice Rose0.83

Matched against CLM-402566, 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

CLMCLM-402566Janice Rose1987-12-14Single record 1.00

▶#2MBR-018682Frances Ross0.66

Matched against CLM-426688, 2 fields compared, weighted score 0.664

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-134994Frances Ross1987-12-11Rule 0.99
CLMCLM-426687Frances Ross1987-12-11Rule 0.97
CLMCLM-426688Frances Ross1987-12-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394fe7aa6b5c
Escalated CLM-402565, top score 0.83, candidates MBR-027611, MBR-018682

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 Janice RoseMBR-027611, score 0.83, 1 recordLinkLink to Frances RossMBR-018682, score 0.66, 3 recordsLinkConfirm as a distinct identityCLM-402565 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-90726
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044861
Opened: 2026-10-19 19:54:36
Top score: 0.83