Steward case

CASE-002242

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

OpenCheckpointckpt-run-mvfoap9e-88814workflow paused, state held

Side-by-side comparison

Incoming CLM-415737 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415737incoming	#1MBR-022470Brian Wells 0.833 rec. Best evidence: NameDate of birth	#2MBR-044431Brian Wells 0.831 rec. Best evidence: NameDate of birth	#3MBR-019855Jordan Willis 0.643 rec. Best evidence: none ≥ 0.90
Name	Brian Wells	Brian Wells	Brian Wells	Jordan Willis
Date of birth	2001-07-16	2001-07-16	2001-07-16	2001-06-16
Member ID	— null	UHC-78951-31	—	UHC-82878-88
SSN	— •••-••--	•••-••-1653	—	•••-••-5615
Phone	—	3433526611	—	5558248088
Email	— N/A	brian.wells14@hotmail.com	—	jordan.willis51@outlook.com
Address	—	7743 Market St # 695	—	6683 Desert Sky Blvd
City / state / ZIP	— UNKNOWN, NULL	Tampa, FL, 33694	—	Fresno, CA
Group	GRP-8239	GRP-8239	GRP-8239	GRP-0489
Plan	OPTIONS-PPO	OPTIONS-PPO	OPTIONS-PPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×23 records	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-022470Brian Wells0.83

Matched against ENR-120713, 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-120713Brian Wells2001-07-16Rule 0.97
CLMCLM-415735Brian Wells2001-07-16Scored 1.00
CLMCLM-415736Brian Wells2001-07-16Scored 1.00

▶#2MBR-044431Brian Wells0.83

Matched against CLM-415738, 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-415738Brian Wells2001-07-16Single record 1.00

▶#3MBR-019855Jordan Willis0.64

Matched against CLM-415686, 2 fields compared, weighted score 0.642

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-120665Jordan WillisRule 0.96
CLMCLM-415686Jordan Willis2001-06-16Rule 0.99
CLMCLM-415688Jordan Willis2001-06-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39af062bd4c3
Escalated CLM-415737, top score 0.83, candidates MBR-022470, MBR-044431, MBR-019855, MBR-029035

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 Brian WellsMBR-022470, score 0.83, 3 recordsLinkLink to Brian WellsMBR-044431, score 0.83, 1 recordLinkLink to Jordan WillisMBR-019855, score 0.64, 3 recordsLinkConfirm as a distinct identityCLM-415737 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)

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Checkpoint: ckpt-run-mvfoap9e-88814
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044432
Opened: 2026-10-19 19:54:36
Top score: 0.83