Steward case

CASE-002327

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

OpenCheckpointckpt-run-mvfoap9e-56653workflow paused, state held

Side-by-side comparison

Incoming CLM-413325 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413325incoming	#1MBR-044671Lisa Chapman 0.831 rec. Best evidence: NameDate of birth	#2MBR-009947Lisa Chapman 0.741 rec. Best evidence: Name	#3MBR-019885Lisa Chapman 0.741 rec. Best evidence: Name
Name	Lisa Chapmman	Lisa Chapman	Lisa Chapman	Lisa Chapman
Date of birth	1947-10-13 10/13/1947	1947-10-13	1946-10-13	1946-10-13
Member ID	— NULL	—	—	UHC-00607-80
SSN	— •••-••--	—	—	•••-••-7132
Phone	—	—	—	4658835782
Email	— UNKNOWN	lisa.chapman@gmail.com	—	—
Address	—	9436 Ocean Ave	9436 Ocean Ave	3855 Sunset Blvd Apt 24
City / state / ZIP	— null, UNKNOWN,	Dallas, TX, 75214	Dallas, TX, 75214	Glendale, AZ
Group	—	—	—	GRP-8037
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-044671Lisa Chapman0.83

Matched against CLM-413326, 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-413326Lisa Chapman1947-10-13Single record 1.00

▶#2MBR-009947Lisa Chapman0.74

Matched against TPA-55856, 2 fields compared, weighted score 0.743

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

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

▶#3MBR-019885Lisa Chapman0.74

Matched against ENR-117481, 2 fields compared, weighted score 0.743

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-117481Lisa Chapman1946-10-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399cfadf0a88
Escalated CLM-413325, top score 0.83, candidates MBR-044671, MBR-009947, MBR-019885, 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 ChapmanMBR-044671, score 0.83, 1 recordLinkLink to Lisa ChapmanMBR-009947, score 0.74, 1 recordLinkLink to Lisa ChapmanMBR-019885, score 0.74, 1 recordLinkConfirm as a distinct identityCLM-413325 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-56653
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034996
Opened: 2026-10-19 19:54:36
Top score: 0.83