Steward case

CASE-000132

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

OpenCheckpointckpt-run-mvfoap9e-58408workflow paused, state held

Side-by-side comparison

Incoming CLM-402842 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402842incoming	#1MBR-045893Mason Welch 0.831 rec. Best evidence: NameDate of birth
Name	Mason Welch	Mason Welch
Date of birth	1962-03-01	1962-03-01
Member ID	UHC-98549-20	—
SSN	•••-••-6828	—
Phone	— UNKNOWN	2346103976
Email	mason.welch46@proton.me	—
Address	2807 Canyon Rd	—
City / state / ZIP	Jacksonville, FL, 32276	—
Group	GRP-8144	—
Plan	—	NAVIGATE-HMO
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-045893Mason Welch0.83

Matched against TPA-51223, 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-51223Mason Welch1962-03-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d9511695ea
Escalated CLM-402842, top score 0.83, candidates MBR-045893

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 Mason WelchMBR-045893, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-402842 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-58408
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035653
Opened: 2026-10-19 19:54:36
Top score: 0.83