Steward case

CASE-002568

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

OpenCheckpointckpt-run-mvfoap9e-65204workflow paused, state held

Side-by-side comparison

Incoming CLM-414671 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414671incoming	#1MBR-046025Frank Walker 0.832 rec. Best evidence: NameDate of birth	#2MBR-029399Charles Walker 0.683 rec. Best evidence: none ≥ 0.90
Name	Frank Walker	Frank Q Walker	Charles Walker
Date of birth	1952-01-25	1952-01-25	1952-02-15
Member ID	— null	UHC-33096-95	UHC-36240-36
SSN	— •••-••-N/A	•••-••-5217	•••-••-6947
Phone	—	7333134220	4335898997
Email	— -	frank.walker@aol.com	charles.walker32@yahoo.com
Address	—	9876 Spring St	2543 Oak St
City / state / ZIP	— UNKNOWN	Mesa, AZ, 85228	Orlando, FL, 32828
Group	GRP-7654	GRP-7654	GRP-6625
Plan	—	MEDICARE-ADV-A	CHOICE-PLUS-PPO
Sources, records	CLM1 record	PRV ×1ENR ×12 records	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-046025Frank Walker0.83

Matched against PRV-24302, 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

PRVPRV-24302Frank Walker1952-01-25Scored 1.00
ENRENR-119311Frank Walker1952-01-25Scored 1.00

▶#2MBR-029399Charles Walker0.68

Matched against ENR-120806, 2 fields compared, weighted score 0.679

Field	Similarity	Weight	Share	Note
Name	0.76	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-120806Charles Walker1952-02-15Scored 1.00
CLMCLM-415795Charles Walker1952-02-15Scored 1.00
ENRENR-120807Chares WalkerScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c0ccb0f3ff
Escalated CLM-414671, top score 0.83, candidates MBR-046025, MBR-029399

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 Frank WalkerMBR-046025, score 0.83, 2 recordsLinkLink to Charles WalkerMBR-029399, score 0.68, 3 recordsLinkConfirm as a distinct identityCLM-414671 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-65204
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037990
Opened: 2026-10-19 19:54:36
Top score: 0.83