Steward case

CASE-002829

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

OpenCheckpointckpt-run-mvfoap9e-16955workflow paused, state held

Side-by-side comparison

Incoming CLM-432744 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432744incoming	#1MBR-044210Rachel Young 0.831 rec. Best evidence: NameDate of birth	#2MBR-015014Bryan Yang 0.612 rec. Best evidence: none ≥ 0.90
Name	Rachel Young	Rachel S Young	Bryan Yang
Date of birth	1961-08-26 19610826	1961-08-26	1961-08-06
Member ID	— null	UHC-25987-45	UHC-24123-48
SSN	— •••-••-N/A	•••-••-7709	•••-••-9474
Phone	— UNKNOWN	4184344851	3359830323
Email	—	rachel.young@outlook.com	—
Address	— UNKNOWN	8725 Cedar Ln	8243 Market St Apt 9
City / state / ZIP	— N/A,	Phoenix, AZ, 85076	Sacramento, CA, 95850
Group	— NULL	GRP-1180	GRP-7362
Plan	SELECT-EPO	—	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×11 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-044210Rachel Young0.83

Matched against CLM-432745, 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-432745Rachel Young1961-08-26Single record 1.00

▶#2MBR-015014Bryan Yang0.61

Matched against CLM-402633, 2 fields compared, weighted score 0.607

Field	Similarity	Weight	Share	Note
Name	0.71	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-402633Bryan Yang1961-08-06Rule 0.99
ENRENR-103376Bryan Yang1961-08-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3938a37981fb
Escalated CLM-432744, top score 0.83, candidates MBR-044210, MBR-015014

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 Rachel YoungMBR-044210, score 0.83, 1 recordLinkLink to Bryan YangMBR-015014, score 0.61, 2 recordsLinkConfirm as a distinct identityCLM-432744 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-16955
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014283
Opened: 2026-10-19 19:54:36
Top score: 0.83