Steward case

CASE-002278

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

OpenCheckpointckpt-run-mvfoap9e-84542workflow paused, state held

Side-by-side comparison

Incoming CLM-413449 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413449incoming	#1MBR-036328Emily Sanders 0.831 rec. Best evidence: NameDate of birth	#2MBR-017977Emily Sanders 0.833 rec. Best evidence: NameDate of birth
Name	Emily Sanders	Emily Sanders	Emily Sanders
Date of birth	1943-06-20	1943-06-20	1943-06-20
Member ID	— NULL	—	UHC-15252-88
SSN	— •••-••- UNKNOWN	—	—
Phone	— null	—	6952888530
Email	— null	—	—
Address	— NULL	—	1004 Central Ave
City / state / ZIP	— -	—	Glendale, AZ, 85313
Group	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-036328Emily Sanders0.83

Matched against CLM-413448, 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-413448Emily 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 19:54:39509fe0a288
Escalated CLM-413449, top score 0.83, candidates MBR-036328, 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-036328, score 0.83, 1 recordLinkLink to Emily SandersMBR-017977, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-413449 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-84542
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043441
Opened: 2026-10-19 19:54:36
Top score: 0.83