Steward case

CASE-003152

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

OpenCheckpointckpt-run-mvfoap9e-63530workflow paused, state held

Side-by-side comparison

Incoming CLM-421529 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421529incoming	#1MBR-044446Omar Webb 0.832 rec. Best evidence: NameDate of birth	#2MBR-016611Omar Webb 0.631 rec. Best evidence: Name
Name	Omar Webb	Omar M Webb	Omar Webb
Date of birth	1939-05-23 05/23/39	1939-05-23	1940-05-23
Member ID	— UNKNOWN	UHC-96605-12	—
SSN	—	•••-••-3000	•••-••-3000
Phone	— UNKNOWN	7743532609	—
Email	— -	—	—
Address	127 Church St Apt 11	—	—
City / state / ZIP	San Antonio, TX, 78272 San Antonio, TX, 78272-4898	—	—
Group	—	GRP-2669	GRP-2669
Plan	— null	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×22 records	CLM ×11 record

Evidence detail

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

▶#1MBR-044446Omar Webb0.83

Matched against CLM-421528, 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-421531Webb Omar1939-05-23Scored 0.98
CLMCLM-421528Omar Webb1939-05-23Scored 0.98

▶#2MBR-016611Omar Webb0.63

Matched against CLM-421530, 2 fields compared, weighted score 0.625

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.25	3	50%	month_day

Guard: noneConflicts: none

Records in this identity

CLMCLM-421530Omar Webb1940-05-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394c1766885a
Escalated CLM-421529, top score 0.83, candidates MBR-044446, MBR-016611

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 Omar WebbMBR-044446, score 0.83, 2 recordsLinkLink to Omar WebbMBR-016611, score 0.63, 1 recordLinkConfirm as a distinct identityCLM-421529 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-63530
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037420
Opened: 2026-10-19 19:54:36
Top score: 0.83