Steward case

CASE-003354

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

OpenCheckpointckpt-run-mvfoap9e-73315workflow paused, state held

Side-by-side comparison

Incoming CLM-414028 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414028incoming	#1MBR-044878Brian Anderson 0.831 rec. Best evidence: NameDate of birth	#2MBR-030415Joan Anderson 0.681 rec. Best evidence: none ≥ 0.90
Name	Brian Anderson	Brian Y Anderson	Joan Anderson
Date of birth	1968-07-14 14-07-1968	1968-07-14	1968-07-17
Member ID	UHC-99057-57	—	—
SSN	— •••-••-N/A	—	—
Phone	— null	3617623191	—
Email	— NULL	—	—
Address	4807 Central Ave	—	—
City / state / ZIP	Sacramento, CA, 95868	—	—
Group	GRP-6793	GRP-6793	—
Plan	NAVIGATE-HMO	NAVIGATE-HMO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-044878Brian Anderson0.83

Matched against TPA-56193, 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

TPATPA-56193Brian Anderson1968-07-14Single record 1.00

▶#2MBR-030415Joan Anderson0.68

Matched against PRV-25429, 2 fields compared, weighted score 0.677

Field	Similarity	Weight	Share	Note
Name	0.85	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-25429Joan Anderson1968-07-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b653b6b206
Escalated CLM-414028, top score 0.83, candidates MBR-044878, MBR-030415

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 Brian AndersonMBR-044878, score 0.83, 1 recordLinkLink to Joan AndersonMBR-030415, score 0.68, 1 recordLinkConfirm as a distinct identityCLM-414028 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-73315
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040524
Opened: 2026-10-19 19:54:36
Top score: 0.83