Steward case

CASE-000484

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

OpenCheckpointckpt-run-mvfoap9e-81472workflow paused, state held

Side-by-side comparison

Incoming CLM-421179 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421179incoming	#1MBR-033516Terry Lane 0.831 rec. Best evidence: NameDate of birth
Name	Terry W Laane Terry W. Laane	Terry Lane
Date of birth	1939-07-20 07/20/1939	1939-07-20
Member ID	— NULL	—
SSN	•••-••-3704	—
Phone	6939379718	—
Email	— -	—
Address	9751 Union St	—
City / state / ZIP	Jacksonville, FL, 32290	—
Group	— N/A	—
Plan	—	CORE-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-033516Terry Lane0.83

Matched against TPA-59316, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-59316Terry Lane1939-07-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d919846ca1
Escalated CLM-421179, top score 0.83, candidates MBR-033516

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 Terry LaneMBR-033516, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-421179 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-81472
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042677
Opened: 2026-10-19 19:54:36
Top score: 0.83