Steward case

CASE-000536

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

OpenCheckpointckpt-run-mvjj6udb-59818workflow paused, state held

Side-by-side comparison

Incoming CLM-417798 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417798incoming	#1MBR-027162Alan Bradley 0.831 rec. Best evidence: NameDate of birth
Name	Alan Bradley	Alan Bradley
Date of birth	1975-10-03 19751003	1975-10-03
Member ID	UHC-52468-29	—
SSN	•••-••-9101	—
Phone	—	9675180224
Email	—	—
Address	— -	5811 River Rd
City / state / ZIP	—	Glendale, AZ, 85343
Group	GRP-0516	—
Plan	SELECT-EPO	SELECT-EPO
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-027162Alan Bradley0.83

Matched against TPA-57856, 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-57856Alan Bradley1975-10-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55cb87395b32
Escalated CLM-417798, top score 0.83, candidates MBR-027162

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 Alan BradleyMBR-027162, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-417798 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-mvjj6udb-59818
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036142
Opened: 2026-10-22 12:43:43
Top score: 0.83