Steward case

CASE-000316

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

OpenCheckpointckpt-run-mvfoap9e-77739workflow paused, state held

Side-by-side comparison

Incoming CLM-425041 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425041incoming	#1MBR-023714Mei Bailley 0.833 rec. Best evidence: NameDate of birth
Name	Mei Bailey	Mei A Bailley
Date of birth	1966-11-09	1966-11-09
Member ID	— UNKNOWN	UHC-36377-34
SSN	— •••-••-N/A	—
Phone	— NULL	5165565888
Email	—	—
Address	— -	1353 Desert Sky Blvd
City / state / ZIP	— N/A	Tampa, FL
Group	— UNKNOWN	GRP-2943
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×2ENR ×13 records

Evidence detail

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

▶#1MBR-023714Mei Bailley0.83

Matched against TPA-61033, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-61033Mei Baileey1966-11-09Scored 0.99
TPATPA-61034Mei Bailey1966-11-09Scored 0.99
ENRENR-132734Mei Bailley1966-11-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39218af3c8bb
Escalated CLM-425041, top score 0.83, candidates MBR-023714

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 Mei BailleyMBR-023714, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-425041 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-77739
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041724
Opened: 2026-10-19 19:54:36
Top score: 0.83