Steward case

CASE-000032

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

OpenCheckpointckpt-run-mvfoap9e-36863workflow paused, state held

Side-by-side comparison

Incoming CLM-430591 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430591incoming	#1MBR-037378Frank Willis 0.831 rec. Best evidence: NameDate of birth
Name	Frank Willis	Frank Willis
Date of birth	1973-10-01 01-10-1973	1973-10-01
Member ID	—	—
SSN	•••-••-7790	—
Phone	6417264275	—
Email	— NULL	frank.willis@hotmail.com
Address	9768 Spring St 9768 Spring Street	—
City / state / ZIP	Tucson, AZ, 85755 Tucson, Arizona, 85755	—
Group	— NULL	—
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-037378Frank Willis0.83

Matched against TPA-63509, 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-63509Frank Willis1973-10-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39851c677471
Escalated CLM-430591, top score 0.83, candidates MBR-037378

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 Frank WillisMBR-037378, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430591 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-36863
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026469
Opened: 2026-10-19 19:54:36
Top score: 0.83