Steward case

CASE-002101

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

OpenCheckpointckpt-run-mvjj6udb-40614workflow paused, state held

Side-by-side comparison

Incoming CLM-418265 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418265incoming	#1MBR-044229Kathleen Owens 0.831 rec. Best evidence: NameDate of birth	#2MBR-012623Noah Owens 0.721 rec. Best evidence: none ≥ 0.90
Name	Kathleen Owens	Kathleen Owens	Noah Owens
Date of birth	1956-02-10	1956-02-10	1956-01-20
Member ID	— NULL	—	UHC-68809-68
SSN	—	—	•••-••-9820
Phone	—	7637022018	5125563757
Email	— UNKNOWN	—	noah.owens25@yahoo.com
Address	— N/A	—	1108 Lake View Rd
City / state / ZIP	— NULL, UNKNOWN, null	—	Denver, CO, 80230
Group	GRP-0968	—	GRP-5379
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-044229Kathleen Owens0.83

Matched against PRV-25415, 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-25415Kathleen Owens1956-02-10Single record 1.00

▶#2MBR-012623Noah Owens0.72

Matched against ENR-134418, 2 fields compared, weighted score 0.717

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-134418Noah Owens1956-01-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55559229dff7
Escalated CLM-418265, top score 0.83, candidates MBR-044229, MBR-012623

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 Kathleen OwensMBR-044229, score 0.83, 1 recordLinkLink to Noah OwensMBR-012623, score 0.72, 1 recordLinkConfirm as a distinct identityCLM-418265 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-40614
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028282
Opened: 2026-10-22 12:43:43
Top score: 0.83