Steward case

CASE-002551

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

OpenCheckpointckpt-run-mvfoap9e-52635workflow paused, state held

Side-by-side comparison

Incoming CLM-430727 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430727incoming	#1MBR-016721Janice West 0.833 rec. Best evidence: NameDate of birth	#2MBR-011048Brandon West 0.661 rec. Best evidence: none ≥ 0.90
Name	Janice West	Janice F West	Brandon T West
Date of birth	1955-07-13 07/13/55	1955-07-13	1955-08-13
Member ID	— N/A	UHC-37336-21	UHC-88633-23
SSN	— •••-••-NULL	•••-••-6384	•••-••-7728
Phone	— N/A	5949153028	7359779486
Email	—	—	—
Address	— N/A	6528 Main St	3868 Palm Dr
City / state / ZIP	— null	Scottsdale, AZ	Columbus, OH, 43237
Group	—	GRP-8361	GRP-5962
Plan	— UNKNOWN	CHOICE-PLUS-PPO	CORE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×13 records	ENR ×11 record

Evidence detail

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

▶#1MBR-016721Janice West0.83

Matched against TPA-63577, 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-430726Wesst Janice1955-07-13Rule 0.99
TPATPA-63577Janice West1955-07-13Rule 0.97
ENRENR-140367Janice West1955-07-13Rule 0.99

▶#2MBR-011048Brandon West0.66

Matched against ENR-138936, 2 fields compared, weighted score 0.658

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-138936Brandon West1955-08-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393ad95274c5
Escalated CLM-430727, top score 0.83, candidates MBR-016721, MBR-011048

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 Janice WestMBR-016721, score 0.83, 3 recordsLinkLink to Brandon WestMBR-011048, score 0.66, 1 recordLinkConfirm as a distinct identityCLM-430727 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-52635
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033446
Opened: 2026-10-19 19:54:36
Top score: 0.83