Steward case

CASE-000473

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

OpenCheckpointckpt-run-mvfoap9e-55432workflow paused, state held

Side-by-side comparison

Incoming CLM-400930 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400930incoming	#1MBR-001786Lsa Campbell 0.832 rec. Best evidence: NameDate of birth
Name	Lisa Campbell Campbell, Lisa	Lsa K Campbell
Date of birth	1982-04-21 04/21/82	1982-04-21
Member ID	— N/A	UHC-60740-82
SSN	— •••-••-null	•••-••-8037
Phone	— -	7533744759
Email	— UNKNOWN	lisa.campbell21@proton.me
Address	— N/A	4118 Highland Ave
City / state / ZIP	— null	Nashville, TN, 37289
Group	GRP-7599	GRP-7599
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-001786Lsa Campbell0.83

Matched against TPA-50426, 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-50426Lisa Campbell1982-04-21Rule 0.97
ENRENR-101234Lsa Campbell1982-04-21Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3947083d944c
Escalated CLM-400930, top score 0.83, candidates MBR-001786

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 Lsa CampbellMBR-001786, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-400930 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-55432
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034545
Opened: 2026-10-19 19:54:36
Top score: 0.83