Steward case

CASE-000440

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

OpenCheckpointckpt-run-mvfoap9e-15240workflow paused, state held

Side-by-side comparison

Incoming CLM-418529 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418529incoming	#1MBR-025193Susan Wang 0.833 rec. Best evidence: NameDate of birth
Name	Susan Wang	Susan H Wang
Date of birth	2008-01-18	2008-01-18
Member ID	—	UHC-69643-70
SSN	—	•••-••-4514
Phone	— null	4454615247
Email	—	susan.wang@hotmail.com
Address	— UNKNOWN	8465 Pine Dr
City / state / ZIP	— N/A, UNKNOWN, N/A	Austin, TX, 78727
Group	— UNKNOWN	GRP-1535
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-025193Susan Wang0.83

Matched against TPA-58173, 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-58173Susan Wang2008-01-18Rule 0.97
ENRENR-124404Susan Wang2008-01-18Rule 0.99
CLMCLM-418530Susan Waang2008-01-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390aa445f347
Escalated CLM-418529, top score 0.83, candidates MBR-025193

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 Susan WangMBR-025193, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-418529 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-15240
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013018
Opened: 2026-10-19 19:54:36
Top score: 0.83