Steward case

CASE-002281

Two plausible identities score within 0.1 of each other (0.73 vs 0.67).

OpenCheckpointckpt-run-mvfoap9e-11077workflow paused, state held

Side-by-side comparison

Incoming CLM-411650 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411650incoming	#1MBR-029159Alice Reed 0.732 rec. Best evidence: NameDate of birth	#2MBR-035835Joe Reid 0.674 rec. Best evidence: none ≥ 0.90
Name	Alice Red	Alice Reed	Joe Y Reid
Date of birth	1960-03-07	1960-03-07	1960-07-03
Member ID	— UNKNOWN	UHC-07621-79	UHC-26803-21
SSN	— •••-••--	—	—
Phone	— N/A	2868782398	7926307434
Email	—	—	joe.reid27@gmail.com
Address	11 Forest Ave	8551 Park Pl	8020 Sunset Blvd
City / state / ZIP	Los Angeles, CA, 90021 LOS ANGELES, CA, 90021-3333	Tucson, AZ, 85740	Seattle, WA, 98118
Group	— -	—	GRP-8377
Plan	— null	—	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1PRV ×12 records	CLM ×1PRV ×1TPA ×1ENR ×14 records

Evidence detail

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

▶#1MBR-029159Alice Reed0.73

Matched against TPA-55143, 3 fields compared, weighted score 0.735

Field	Similarity	Weight	Share	Note
Name	0.96	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-55143Alice Reed1960-03-07Scored 1.00
PRVPRV-23360Alice Reed1960-03-07Scored 1.00

▶#2MBR-035835Joe Reid0.67

Matched against CLM-401293, 2 fields compared, weighted score 0.671

Field	Similarity	Weight	Share	Note
Name	0.74	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

CLMCLM-401293Joe Reid1960-07-03Scored 1.00
PRVPRV-20408Joe Reid1960-07-03Scored 1.00
TPATPA-50554Joe Reid1960-07-03Scored 1.00
ENRENR-101663Joe Reid1960-07-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392bf80010e0
Escalated CLM-411650, top score 0.73, candidates MBR-029159, MBR-035835

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 Alice ReedMBR-029159, score 0.73, 2 recordsLinkLink to Joe ReidMBR-035835, score 0.67, 4 recordsLinkConfirm as a distinct identityCLM-411650 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-11077
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009776
Opened: 2026-10-19 19:54:36
Top score: 0.73