Steward case

CASE-002875

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

OpenCheckpointckpt-run-mvfoap9e-16515workflow paused, state held

Side-by-side comparison

Incoming CLM-403744 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403744incoming	#1MBR-003233Jennifer Price 0.834 rec. Best evidence: none ≥ 0.90	#2MBR-024605Jennifer Perez 0.831 rec. Best evidence: Name
Name	Jennifer Perez	Jennifer S Price	Jennifer Perez
Date of birth	— 1948-07-81	1965-04-26	—
Member ID	—	UHC-20738-60	—
SSN	—	•••-••-7895	—
Phone	— -	3973788524	—
Email	—	jennifer.price42@icloud.com	—
Address	— null	5802 Washington St	6039 Grand Ave
City / state / ZIP	— UNKNOWN	Phoenix, AZ, 85030	Tucson, AZ, 85749
Group	GRP-8406	GRP-7283	GRP-8406
Plan	— -	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×2PRV ×1ENR ×14 records	TPA ×11 record

Evidence detail

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

▶#1MBR-003233Jennifer Price0.83

Matched against PRV-28091, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.86	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-427598Price Jennfer1965-04-26Rule 0.99
PRVPRV-28091Jennifer PriceRule 0.96
CLMCLM-427597Jennnifer Price1965-04-26Rule 0.99
ENRENR-136184Jennifer Prce1965-04-26Rule 0.99

▶#2MBR-024605Jennifer Perez0.83

Matched against TPA-51630, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-51630Jennifer PerezSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397463042611
Escalated CLM-403744, top score 0.83, candidates MBR-003233, MBR-024605

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 Jennifer PriceMBR-003233, score 0.83, 4 recordsLinkLink to Jennifer PerezMBR-024605, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403744 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-16515
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013958
Opened: 2026-10-19 19:54:36
Top score: 0.83