Steward queue/CASE-000608
Steward case

CASE-000608

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

OpenCheckpointckpt-run-mvjj6udb-2019workflow paused, state held

Side-by-side comparison

Incoming CLM-403200 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-403200incoming
#1MBR-044669Sam Watson
0.831 rec.
Best evidence: NameDate of birth
NameSamantha WatsonSam Watson
Date of birth1998-11-081998-11-08
Member IDUHC-51081-81—
SSN•••-••-2906—
Phone6914193597
(691) 419-3597
—
Emailsamantha.watson@gmail.com—
Address3602 Ocean Ave
3602 OCEAN AVENUE
—
City / state / ZIPPhoenix, AZ, 85006
Phoenix, AZ, 85006-0819
—
GroupGRP-0244—
PlanNAVIGATE-HMOCHOICE-PLUS-PPO
Sources, recordsCLM1 recordTPA ×11 record

Evidence detail

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

▶#1MBR-044669Sam Watson0.83
Matched against TPA-51375, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%nickname
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity
  • TPATPA-51375Sam Watson1998-11-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-22 12:43:55aa24e4fe78
    Escalated CLM-403200, top score 0.83, candidates MBR-044669

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvjj6udb-2019
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-001931
Opened
2026-10-22 12:43:43
Top score
0.83