Steward case

CASE-000164

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

OpenCheckpointckpt-run-mvfoap9e-96356workflow paused, state held

Side-by-side comparison

Incoming CLM-400189 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400189incoming	#1MBR-018446Mason Williams 0.831 rec. Best evidence: NameDate of birth
Name	Mason Williams	Mason Williams
Date of birth	1994-07-17 Jul 17, 1994	1994-07-17
Member ID	— N/A	—
SSN	•••-••-5055 •••-••-*--5055	—
Phone	8798497277	—
Email	—	—
Address	— N/A	6790 Valley View Dr
City / state / ZIP	— NULL, UNKNOWN	Eden Prairie, MN, 55389
Group	— UNKNOWN	—
Plan	CHOICE-PLUS-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-018446Mason Williams0.83

Matched against TPA-50076, 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-50076Mason Williams1994-07-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f40403db98
Escalated CLM-400189, top score 0.83, candidates MBR-018446

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 WilliamsMBR-018446, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400189 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-96356
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046106
Opened: 2026-10-19 19:54:36
Top score: 0.83