Steward case

CASE-002952

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

OpenCheckpointckpt-run-mvjj6udb-46447workflow paused, state held

Side-by-side comparison

Incoming CLM-423497 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423497incoming	#1MBR-014654Jordan Meyer 0.833 rec. Best evidence: NameDate of birth	#2MBR-042741Anna Meyer 0.632 rec. Best evidence: none ≥ 0.90
Name	Jordan L Meyre Jordan L. Meyre	Jordan Meyer	Anna K Meyer
Date of birth	1946-01-10	1946-01-10	1946-01-12
Member ID	—	UHC-72377-28	UHC-14968-48
SSN	— •••-••- null	•••-••-0045	•••-••-8497
Phone	— UNKNOWN	8734188330	5037243787
Email	— -	jordan.meyer@gmail.com	anna.meyer41@icloud.com
Address	—	2555 Valley View Dr	2453 Mesa Dr
City / state / ZIP	— N/A, NULL, NULL	Los Angeles, CA, 90060	Phoenix, AZ, 85032
Group	— -	GRP-2899	GRP-4508
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×23 records	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-014654Jordan Meyer0.83

Matched against ENR-130714, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-130714Jordan Meyer1946-01-10Rule 0.99
CLMCLM-423499Jordan Meyer1946-01-10Rule 0.99
CLMCLM-423498Jordan Meyer1946-01-10Rule 0.99

▶#2MBR-042741Anna Meyer0.63

Matched against ENR-123466, 2 fields compared, weighted score 0.630

Field	Similarity	Weight	Share	Note
Name	0.76	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-123466Anna Meyer1946-01-12Rule 0.97
CLMCLM-417851Anna Meyer1946-01-12Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5551aba4c60d
Escalated CLM-423497, top score 0.83, candidates MBR-014654, MBR-042741

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 Jordan MeyerMBR-014654, score 0.83, 3 recordsLinkLink to Anna MeyerMBR-042741, score 0.63, 2 recordsLinkConfirm as a distinct identityCLM-423497 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-mvjj6udb-46447
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030926
Opened: 2026-10-22 12:43:43
Top score: 0.83