Steward case

CASE-002756

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

OpenCheckpointckpt-run-mvfoap9e-82345workflow paused, state held

Side-by-side comparison

Incoming CLM-415298 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415298incoming	#1MBR-012824Alan Cole 0.832 rec. Best evidence: NameDate of birth	#2MBR-042466Andrew Cole 0.681 rec. Best evidence: none ≥ 0.90
Name	Alan Cole	Alan X Cole	Andrew X Cole
Date of birth	1941-01-04 1/4/1941	1941-01-04	1941-01-06
Member ID	— N/A	UHC-30570-34	UHC-77075-53
SSN	—	•••-••-9544	•••-••-5047
Phone	—	—	3297161087
Email	—	alan.cole@aol.com	andrew.cole@outlook.com
Address	—	5628 Forest Ave	1438 Union St
City / state / ZIP	— null, UNKNOWN, N/A	Austin, TX	Los Angeles, CA, 90037
Group	GRP-6191	GRP-6191	GRP-4215
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-012824Alan Cole0.83

Matched against TPA-56722, 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

TPATPA-56722Alan Cole1941-01-04Rule 0.97
ENRENR-120165Alan Cole1941-01-04Rule 0.97

▶#2MBR-042466Andrew Cole0.68

Matched against ENR-110677, 2 fields compared, weighted score 0.680

Field	Similarity	Weight	Share	Note
Name	0.86	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-110677Andrew Cole1941-01-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39753fa12405
Escalated CLM-415298, top score 0.83, candidates MBR-012824, MBR-042466

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 Alan ColeMBR-012824, score 0.83, 2 recordsLinkLink to Andrew ColeMBR-042466, score 0.68, 1 recordLinkConfirm as a distinct identityCLM-415298 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-82345
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042904
Opened: 2026-10-19 19:54:36
Top score: 0.83