Steward case

CASE-000443

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

OpenCheckpointckpt-run-mvfoap9e-61396workflow paused, state held

Side-by-side comparison

Incoming CLM-412980 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412980incoming	#1MBR-001324Kathleen Alvarez 0.831 rec. Best evidence: NameDate of birth
Name	Kathleen Alvarez	Kathleen Alvarez
Date of birth	2002-05-10	2002-05-10
Member ID	— UNKNOWN	—
SSN	— •••-••-null	—
Phone	4427608796 442.760.8796	—
Email	—	—
Address	— -	4674 Forest Ave
City / state / ZIP	— null, UNKNOWN, NULL	Glendale, AZ, 85394
Group	—	GRP-9289
Plan	NAVIGATE-HMO	NAVIGATE-HMO
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-001324Kathleen Alvarez0.83

Matched against TPA-55709, 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-55709Kathleen Alvarez2002-05-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394553d9b812
Escalated CLM-412980, top score 0.83, candidates MBR-001324

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 Kathleen AlvarezMBR-001324, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412980 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-61396
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036679
Opened: 2026-10-19 19:54:36
Top score: 0.83