Steward case

CASE-002314

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

OpenCheckpointckpt-run-mvfoap9e-45229workflow paused, state held

Side-by-side comparison

Incoming PRV-25429 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-25429incoming	#1MBR-023128Joan Anderson 0.833 rec. Best evidence: NameDate of birth	#2MBR-040524Brian Anderson 0.681 rec. Best evidence: none ≥ 0.90	#3MBR-044878Brian Anderson 0.681 rec. Best evidence: none ≥ 0.90
Name	Joan Anderson	Joan X Anderson	Brian Anderson	Brian Y Anderson
Date of birth	1968-07-17	1968-07-17	1968-07-14	1968-07-14
Member ID	— UNKNOWN	UHC-17288-64	UHC-99057-57	—
SSN	— •••-••-N/A	•••-••-7401	—	—
Phone	— null	3468447514	—	3617623191
Email	— null	joan.anderson5@gmail.com	—	—
Address	—	3501 Washington St	4807 Central Ave	—
City / state / ZIP	— -, UNKNOWN	Orlando, FL, 32868	Sacramento, CA, 95868	—
Group	—	GRP-4357	GRP-6793	GRP-6793
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	PRV1 record	CLM ×2ENR ×13 records	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-023128Joan Anderson0.83

Matched against CLM-418317, 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-418317Joan Anderson1968-07-17Scored 1.00
ENRENR-124096Joan Anderson1968-07-17Scored 1.00
CLMCLM-418316Joan Anderson1968-07-17Scored 1.00

▶#2MBR-040524Brian Anderson0.68

Matched against CLM-414028, 2 fields compared, weighted score 0.677

Field	Similarity	Weight	Share	Note
Name	0.85	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-414028Brian Anderson1968-07-14Single record 1.00

▶#3MBR-044878Brian Anderson0.68

Matched against TPA-56193, 2 fields compared, weighted score 0.677

Field	Similarity	Weight	Share	Note
Name	0.85	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-56193Brian Anderson1968-07-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39098a7675d8
Escalated PRV-25429, top score 0.83, candidates MBR-023128, MBR-040524, MBR-044878, MBR-028013

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 Joan AndersonMBR-023128, score 0.83, 3 recordsLinkLink to Brian AndersonMBR-040524, score 0.68, 1 recordLinkLink to Brian AndersonMBR-044878, score 0.68, 1 recordLinkConfirm as a distinct identityPRV-25429 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-45229
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030415
Opened: 2026-10-19 19:54:36
Top score: 0.83