Steward queue/CASE-000366
Steward case

CASE-000366

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

OpenCheckpointckpt-run-mvfoap9e-46161workflow paused, state held

Side-by-side comparison

Incoming CLM-409010 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-409010incoming
#1MBR-043088Jennifer Scott
0.831 rec.
Best evidence: NameDate of birth
NameJennifer ScottJennifer Scott
Date of birth1999-04-26
Apr 26, 1999
1999-04-26
Member ID—UHC-64421-36
SSN—
•••-••--
—
Phone—
8037048
—
Emailjennifer.scott90@icloud.com—
Address4552 Apache Blvd—
City / state / ZIPPlano, TX, 75006
Plano, TX, 75006-5208
—
GroupGRP-2849GRP-2849
PlanOPTIONS-PPO—
Sources, recordsCLM1 recordTPA ×11 record

Evidence detail

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

▶#1MBR-043088Jennifer Scott0.83
Matched against TPA-53949, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity
  • TPATPA-53949Jennifer Scott1999-04-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-19 19:54:39db14df7011
    Escalated CLM-409010, top score 0.83, candidates MBR-043088

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvfoap9e-46161
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-030807
Opened
2026-10-19 19:54:36
Top score
0.83