Steward case

CASE-000315

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

OpenCheckpointckpt-run-mvfoap9e-82278workflow paused, state held

Side-by-side comparison

Incoming CLM-430146 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430146incoming	#1MBR-000922Fatima Anderson 0.831 rec. Best evidence: NameDate of birth	#2MBR-024967Fatima Anderson 0.831 rec. Best evidence: NameDate of birth
Name	Fatima Anderson	Fatima Anderson	Fatima Anderson
Date of birth	1996-07-03 07/03/1996	1996-07-03	1996-07-03
Member ID	— null	—	—
SSN	—	—	—
Phone	—	—	—
Email	—	—	—
Address	—	1168 Grand Ave	—
City / state / ZIP	—	Charlotte, NC, 28245	—
Group	GRP-4101	—	—
Plan	— NULL	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-000922Fatima Anderson0.83

Matched against CLM-430147, 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-430147Fatima Anderson1996-07-03Single record 1.00

▶#2MBR-024967Fatima Anderson0.83

Matched against TPA-63307, 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-63307Fatima Anderson1996-07-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e9f6785f41
Escalated CLM-430146, top score 0.83, candidates MBR-000922, MBR-024967

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 Fatima AndersonMBR-000922, score 0.83, 1 recordLinkLink to Fatima AndersonMBR-024967, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430146 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-82278
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042887
Opened: 2026-10-19 19:54:36
Top score: 0.83