Steward case

CASE-000505

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

OpenCheckpointckpt-run-mvfoap9e-58349workflow paused, state held

Side-by-side comparison

Incoming CLM-429631 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429631incoming	#1MBR-038151Janice Willis 0.831 rec. Best evidence: NameDate of birth	#2MBR-046105Janice Willis 0.831 rec. Best evidence: NameDate of birth
Name	Janice Willis	Janice Willis	Janice Willis
Date of birth	1943-09-05 19430905	1943-09-05	1943-09-05
Member ID	UHC-62619-37	—	—
SSN	—	—	—
Phone	—	—	3186813969
Email	— NULL	—	—
Address	3829 Hillcrest Rd	—	—
City / state / ZIP	Orlando, FL, 32829 Orlando, FL, 32829-0295	—	—
Group	GRP-8664	GRP-8664	—
Plan	—	SELECT-EPO	—
Sources, records	CLM1 record	TPA ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-038151Janice Willis0.83

Matched against TPA-63094, 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-63094Janice Willis1943-09-05Single record 1.00

▶#2MBR-046105Janice Willis0.83

Matched against PRV-28676, 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

PRVPRV-28676Janice Willis1943-09-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dcde053e92
Escalated CLM-429631, top score 0.83, candidates MBR-038151, MBR-046105

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 Janice WillisMBR-038151, score 0.83, 1 recordLinkLink to Janice WillisMBR-046105, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429631 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-58349
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035635
Opened: 2026-10-19 19:54:36
Top score: 0.83