Steward case

CASE-002326

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

OpenCheckpointckpt-run-mvfoap9e-89851workflow paused, state held

Side-by-side comparison

Incoming CLM-413326 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413326incoming	#1MBR-034996Lisa Chapmman 0.831 rec. Best evidence: NameDate of birth	#2MBR-009947Lisa Chapman 0.811 rec. Best evidence: NameAddress	#3MBR-034914Anna Chapman 0.652 rec. Best evidence: none ≥ 0.90
Name	Lisa Chapman	Lisa Chapmman	Lisa Chapman	Anna Chapman
Date of birth	1947-10-13 13-10-1947	1947-10-13	1946-10-13	1947-10-17
Member ID	— null	—	—	—
SSN	— •••-••-N/A	—	—	—
Phone	— UNKNOWN	—	—	3139061549
Email	lisa.chapman@gmail.com	—	—	anna.chapman37@hotmail.com
Address	9436 Ocean Ave	—	9436 Ocean Ave	1007 Main St
City / state / ZIP	Dallas, TX, 75214	—	Dallas, TX, 75214	Charlotte, NC, 28228
Group	—	—	—	GRP-1922
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO	—	CORE-HMO
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-034996Lisa Chapmman0.83

Matched against CLM-413325, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-413325Lisa Chapmman1947-10-13Single record 1.00

▶#2MBR-009947Lisa Chapman0.81

Matched against TPA-55856, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-55856Lisa Chapman1946-10-13Single record 1.00

▶#3MBR-034914Anna Chapman0.65

Matched against CLM-402571, 2 fields compared, weighted score 0.650

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-103299Anna Chapman1947-10-17Scored 1.00
CLMCLM-402571Anna Chapman1947-10-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3987318231fd
Escalated CLM-413326, top score 0.83, candidates MBR-034996, MBR-009947, MBR-034914

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 Lisa ChapmmanMBR-034996, score 0.83, 1 recordLinkLink to Lisa ChapmanMBR-009947, score 0.81, 1 recordLinkLink to Anna ChapmanMBR-034914, score 0.65, 2 recordsLinkConfirm as a distinct identityCLM-413326 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-89851
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044671
Opened: 2026-10-19 19:54:36
Top score: 0.83