Steward case

CASE-002367

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

OpenCheckpointckpt-run-mvfoap9e-29629workflow paused, state held

Side-by-side comparison

Incoming CLM-405856 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405856incoming	#1MBR-006235Dylan Gibson 0.832 rec. Best evidence: NameDate of birth	#2MBR-022833Melissa Gibson 0.644 rec. Best evidence: none ≥ 0.90
Name	Dylan Gibson Gibson, Dylan	Dylan I Gibson	Melissa Gibson
Date of birth	1946-04-15	1946-04-15	1946-03-15
Member ID	—	UHC-91430-31	UHC-27893-59
SSN	—	•••-••-3140	•••-••-1342
Phone	— -	2338402203	9548196908
Email	—	dylan.gibson@proton.me	melissa.gibson@aol.com
Address	— null	3146 Forest Ave	8469 Oak St
City / state / ZIP	— NULL, N/A	Phoenix, AZ, 85098	Columbus, OH, 43204
Group	GRP-2797	GRP-2797	GRP-2973
Plan	— -	MEDICARE-ADV-A	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records	PRV ×2ENR ×1CLM ×14 records

Evidence detail

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

▶#1MBR-006235Dylan Gibson0.83

Matched against CLM-405857, 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

ENRENR-107702Dylan GibsonRule 0.96
CLMCLM-405857Dylan Gibson1946-04-15Rule 0.96

▶#2MBR-022833Melissa Gibson0.64

Matched against PRV-29461, 2 fields compared, weighted score 0.640

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-29461Melissa Gibson1946-03-15Scored 1.00
PRVPRV-29460Melissa Gibson1946-03-15Scored 1.00
ENRENR-142507Melissa Gibson1946-03-15Scored 1.00
CLMCLM-432379Melissa Gibson1946-03-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39124cc2ada9
Escalated CLM-405856, top score 0.83, candidates MBR-006235, MBR-022833

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 Dylan GibsonMBR-006235, score 0.83, 2 recordsLinkLink to Melissa GibsonMBR-022833, score 0.64, 4 recordsLinkConfirm as a distinct identityCLM-405856 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-29629
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022540
Opened: 2026-10-19 19:54:36
Top score: 0.83