Steward case

CASE-003171

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

OpenCheckpointckpt-run-mvfoap9e-93931workflow paused, state held

Side-by-side comparison

Incoming CLM-427313 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427313incoming	#1MBR-016826Brenda Stewart 0.832 rec. Best evidence: NameDate of birth	#2MBR-030471Joe Stewart 0.641 rec. Best evidence: none ≥ 0.90
Name	Brenda Stewart	Brenda E Stewart	Joe H Stewart
Date of birth	1958-03-28 03/28/58	1958-03-28	1958-03-25
Member ID	—	UHC-39537-90	UHC-96025-72
SSN	— •••-••-N/A	•••-••-0534	•••-••-2650
Phone	— N/A	3394791544	2528622042
Email	— NULL	brenda.stewart@proton.me	—
Address	—	2741 Hillcrest Rd	4585 Mountain View Dr
City / state / ZIP	— , NULL	Miami, FL, 33143	Dallas, TX, 75282
Group	— UNKNOWN	GRP-5894	GRP-6378
Plan	CORE-HMO	CORE-HMO	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×1PRV ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-016826Brenda Stewart0.83

Matched against ENR-135791, 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

ENRENR-135791Brenda Stewart1958-03-28Rule 0.99
PRVPRV-28015Brenda Stewart1958-03-28Rule 0.99

▶#2MBR-030471Joe Stewart0.64

Matched against ENR-102241, 2 fields compared, weighted score 0.639

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-102241Joe Stewart1958-03-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3990bcd00c93
Escalated CLM-427313, top score 0.83, candidates MBR-016826, MBR-030471

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 Brenda StewartMBR-016826, score 0.83, 2 recordsLinkLink to Joe StewartMBR-030471, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-427313 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-93931
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045586
Opened: 2026-10-19 19:54:36
Top score: 0.83