Steward case

CASE-000130

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

OpenCheckpointckpt-run-mvfoap9e-1369workflow paused, state held

Side-by-side comparison

Incoming CLM-425024 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425024incoming	#1MBR-044810Joseph Reid 0.831 rec. Best evidence: NameDate of birth
Name	Joseph Reid	Joseph Y Reid
Date of birth	1953-04-24 04/24/1953	1953-04-24
Member ID	UHC-27958-28	—
SSN	— •••-••-NULL	—
Phone	— NULL	—
Email	joseph.reid@aol.com	—
Address	—	7309 Washington St
City / state / ZIP	— NULL	Dallas, TX, 75269
Group	GRP-2568	GRP-2568
Plan	— null	SELECT-EPO
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-044810Joseph Reid0.83

Matched against TPA-61026, 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-61026Joseph Reid1953-04-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b9a695837d
Escalated CLM-425024, top score 0.83, candidates MBR-044810

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 Joseph ReidMBR-044810, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425024 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-1369
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001314
Opened: 2026-10-19 19:54:36
Top score: 0.83