Steward case

CASE-003722

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

OpenCheckpointckpt-run-mvjj6udb-55639workflow paused, state held

Side-by-side comparison

Incoming CLM-411823 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411823incoming	#1MBR-035243Willie Black 0.833 rec. Best evidence: NameDate of birth	#2MBR-036839Willie Black 0.831 rec. Best evidence: NameDate of birth
Name	Willie V Black Willie V. Black	Willie V Black	Willie Black
Date of birth	2001-09-22	2001-09-22	2001-09-22
Member ID	—	UHC-22972-70	—
SSN	— •••-••-UNKNOWN	—	—
Phone	—	5414831637	—
Email	—	willie.black@proton.me	—
Address	—	4399 Sunset Blvd	—
City / state / ZIP	— , UNKNOWN, UNKNOWN	Tucson, AZ, 85789	—
Group	—	GRP-6265	—
Plan	— N/A	NAVIGATE-HMO	—
Sources, records	CLM1 record	CLM ×2TPA ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-035243Willie Black0.83

Matched against CLM-411825, 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-411825Willie Black2001-09-22Rule 0.99
CLMCLM-411824Willie Balck2001-09-22Rule 0.99
TPATPA-55210Willie Black2001-09-22Rule 0.99

▶#2MBR-036839Willie Black0.83

Matched against TPA-55209, 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-55209Willie Black2001-09-22Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5533d8554e2e
Escalated CLM-411823, top score 0.83, candidates MBR-035243, MBR-036839

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 Willie BlackMBR-035243, score 0.83, 3 recordsLinkLink to Willie BlackMBR-036839, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-411823 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-55639
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034631
Opened: 2026-10-22 12:43:43
Top score: 0.83