Steward case

CASE-002277

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

OpenCheckpointckpt-run-mvfoap9e-60310workflow paused, state held

Side-by-side comparison

Incoming CLM-413448 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413448incoming	#1MBR-043441Emily Sanders 0.831 rec. Best evidence: NameDate of birth	#2MBR-017977Emily Sanders 0.833 rec. Best evidence: NameDate of birth
Name	Emily Sanders Sanders, Emily	Emily Sanders	Emily Sanders
Date of birth	1943-06-20 Jun 20, 1943	1943-06-20	1943-06-20
Member ID	— UNKNOWN	—	UHC-15252-88
SSN	— •••-••-N/A	—	—
Phone	—	—	6952888530
Email	—	—	—
Address	— UNKNOWN	—	1004 Central Ave
City / state / ZIP	— null,	—	Glendale, AZ, 85313
Group	— N/A	GRP-0388	GRP-0388
Plan	— -	CHOICE-PLUS-PPO	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×11 record	CLM ×33 records

Evidence detail

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

▶#1MBR-043441Emily Sanders0.83

Matched against CLM-413449, 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-413449Emily Sanders1943-06-20Single record 1.00

▶#2MBR-017977Emily Sanders0.83

Matched against CLM-413446, 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-413445Emily Sandes1943-06-20Scored 0.99
CLMCLM-413447Emily SandersScored 0.99
CLMCLM-413446Emily Sanders1943-06-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394f4ec2532c
Escalated CLM-413448, top score 0.83, candidates MBR-043441, MBR-017977

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 Emily SandersMBR-043441, score 0.83, 1 recordLinkLink to Emily SandersMBR-017977, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-413448 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-60310
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036328
Opened: 2026-10-19 19:54:36
Top score: 0.83