Steward queue/CASE-000667
Steward case

CASE-000667

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

OpenCheckpointckpt-run-mvjj6udb-18801workflow paused, state held

Side-by-side comparison

Incoming CLM-408534 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-408534incoming
#1MBR-033614Billy Rice
0.831 rec.
Best evidence: NameDate of birth
NameBilly K RiceBilly Rice
Date of birth1949-02-24
02/24/1949
1949-02-24
Member ID—
NULL
—
SSN—
•••-••-NULL
—
Phone—3768710180
Email——
Address3279 Lake View Rd
3279 Lake View Road
—
City / state / ZIPMiami, FL, 33183
Miami, FL, 33183-9032
—
GroupGRP-1788—
PlanSELECT-EPO—
Sources, recordsCLM1 recordTPA ×11 record

Evidence detail

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

▶#1MBR-033614Billy Rice0.83
Matched against TPA-53751, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity
  • TPATPA-53751Billy Rice1949-02-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-22 12:43:5513a1f38923
    Escalated CLM-408534, top score 0.83, candidates MBR-033614

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-18801
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-015592
Opened
2026-10-22 12:43:43
Top score
0.83