Steward case

CASE-003501

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

OpenCheckpointckpt-run-mvjj6udb-27580workflow paused, state held

Side-by-side comparison

Incoming CLM-415383 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415383incoming	#1MBR-028945Santiago Taylor 0.832 rec. Best evidence: NameDate of birth	#2MBR-034625Teresa Taylor 0.651 rec. Best evidence: none ≥ 0.90
Name	Santiago Tayllor Tayllor, Santiago	Santiago Q Taylor	Teresa Taylor
Date of birth	2007-08-18	2007-08-18	2007-08-11
Member ID	— NULL	UHC-97677-88	UHC-76093-82
SSN	— •••-••-NULL	—	•••-••-9045
Phone	— 6325400	8716325400	4685133749
Email	—	—	teresa.taylor@hotmail.com
Address	—	3821 Elm St	3498 Bayshore Dr
City / state / ZIP	— UNKNOWN, -, -	Scottsdale, AZ, 85273	Tampa, FL
Group	— null	GRP-5774	GRP-1583
Plan	—	CHOICE-PLUS-PPO	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-028945Santiago Taylor0.83

Matched against ENR-120259, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-415384Santiago TaylorRule 0.96
ENRENR-120259Santiago Taylor2007-08-18Rule 0.96

▶#2MBR-034625Teresa Taylor0.65

Matched against ENR-116655, 2 fields compared, weighted score 0.647

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-116655Teresa Taylor2007-08-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55046c7e5aa4
Escalated CLM-415383, top score 0.83, candidates MBR-028945, MBR-034625

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 Santiago TaylorMBR-028945, score 0.83, 2 recordsLinkLink to Teresa TaylorMBR-034625, score 0.65, 1 recordLinkConfirm as a distinct identityCLM-415383 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-27580
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021352
Opened: 2026-10-22 12:43:43
Top score: 0.83