Steward case

CASE-002900

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

OpenCheckpointckpt-run-mvfoap9e-78386workflow paused, state held

Side-by-side comparison

Incoming CLM-427930 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427930incoming	#1MBR-025980Jack Taylor 0.834 rec. Best evidence: NameDate of birth	#2MBR-016113John Taylor 0.604 rec. Best evidence: Name
Name	Jack Taylor	Jack J Taylor	John Z Taylor
Date of birth	1971-03-07	1971-03-07	1971-08-28
Member ID	— NULL	UHC-47608-49	UHC-19378-10
SSN	— •••-••--	•••-••-0079	•••-••-6348
Phone	— NULL	5294633874	4673857651
Email	— UNKNOWN	jack.taylor@proton.me	john.taylor@proton.me
Address	— NULL	3243 Main St	8613 Washington St # 791
City / state / ZIP	— , UNKNOWN , NULL	Tampa, FL	Atlanta, GA, 30374
Group	— NULL	GRP-6871	GRP-5259
Plan	— N/A	SELECT-EPO	CORE-HMO
Sources, records	CLM1 record	CLM ×2ENR ×1TPA ×14 records	CLM ×1ENR ×2PRV ×14 records

Evidence detail

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

▶#1MBR-025980Jack Taylor0.83

Matched against CLM-427931, 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-427931Jack Taylor1971-03-07Rule 0.99
ENRENR-136620Jack Taylor1971-03-07Rule 0.99
CLMCLM-427932Jack Taylor1971-03-07Rule 0.97
TPATPA-62340Jack Taylor1971-03-07Rule 0.99

▶#2MBR-016113John Taylor0.60

Matched against CLM-400929, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	0.20	3	50%	year_only

Guard: noneConflicts: none

Records in this identity

CLMCLM-400929John Taylor1971-08-28Rule 0.99
ENRENR-101232John Taylor1971-08-28Rule 0.99
PRVPRV-20297John Taylor1971-08-28Rule 0.99
ENRENR-101233John TaylorRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398af3dc6caf
Escalated CLM-427930, top score 0.83, candidates MBR-025980, MBR-016113

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 Jack TaylorMBR-025980, score 0.83, 4 recordsLinkLink to John TaylorMBR-016113, score 0.60, 4 recordsLinkConfirm as a distinct identityCLM-427930 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-78386
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041906
Opened: 2026-10-19 19:54:36
Top score: 0.83