Steward case

CASE-002569

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

OpenCheckpointckpt-run-mvfoap9e-89986workflow paused, state held

Side-by-side comparison

Incoming CLM-427245 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427245incoming	#1MBR-026324Stephen Carter 0.835 rec. Best evidence: NameDate of birth	#2MBR-039295Sareh Carter 0.693 rec. Best evidence: none ≥ 0.90
Name	Stephen Carter	Stephen X Carter	Sareh L Carter
Date of birth	1945-09-16	1945-09-16	1945-05-16
Member ID	— NULL	UHC-47675-96	UHC-32006-47
SSN	— •••-••-UNKNOWN	•••-••-4215	•••-••-5412
Phone	— N/A	4782268064	6486300867
Email	—	stephen.carter@icloud.com	sarah.carter59@gmail.com
Address	— NULL	8200 Pine Dr	7352 Hillcrest Rd
City / state / ZIP	— N/A, NULL,	Tempe, AZ, 85245	Gilbert, AZ, 85274
Group	GRP-3409	GRP-3409	GRP-5780
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	SELECT-EPO
Sources, records	CLM1 record	CLM ×3TPA ×1ENR ×15 records	CLM ×33 records

Evidence detail

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

▶#1MBR-026324Stephen Carter0.83

Matched against CLM-427244, 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-427244Stephen Carter1945-09-16Scored 1.00
CLMCLM-427242Stephen Carter1945-09-16Scored 1.00
TPATPA-62037Stephen Carter1945-09-16Scored 1.00
ENRENR-135719Stephen Carter1945-09-16Scored 1.00
CLMCLM-427243Stephen Carter1945-09-16Scored 1.00

▶#2MBR-039295Sareh Carter0.69

Matched against CLM-410086, 2 fields compared, weighted score 0.692

Field	Similarity	Weight	Share	Note
Name	0.88	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-410085Sarah Carter1945-05-16Rule 0.99
CLMCLM-410086Sareh Carter1945-05-16Rule 0.99
CLMCLM-410084Sareh Carrter1945-05-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e559c60e82
Escalated CLM-427245, top score 0.83, candidates MBR-026324, MBR-039295

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 Stephen CarterMBR-026324, score 0.83, 5 recordsLinkLink to Sareh CarterMBR-039295, score 0.69, 3 recordsLinkConfirm as a distinct identityCLM-427245 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-89986
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044701
Opened: 2026-10-19 19:54:36
Top score: 0.83