Steward case

CASE-000677

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

OpenCheckpointckpt-run-mvfoap9e-4325workflow paused, state held

Side-by-side comparison

Incoming CLM-419599 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419599incoming	#1MBR-035233Carolyn Godron 0.832 rec. Best evidence: NameDate of birth
Name	Carolyn N Gordon	Carolyn Godron
Date of birth	1956-11-16	1956-11-16
Member ID	— null	UHC-62649-12
SSN	—	•••-••-2538
Phone	6773682131	—
Email	— -	—
Address	—	5433 Desert Sky Blvd
City / state / ZIP	—	Scottsdale, AZ, 85229
Group	GRP-3852	GRP-3852
Plan	— null	—
Sources, records	CLM1 record	TPA ×1CLM ×12 records

Evidence detail

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

▶#1MBR-035233Carolyn Godron0.83

Matched against TPA-58647, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-58647Carolyn Gordn1956-11-16Rule 0.99
CLMCLM-419600Carolyn Godron1956-11-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396318995489
Escalated CLM-419599, top score 0.83, candidates MBR-035233

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 Carolyn GodronMBR-035233, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-419599 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-4325
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004049
Opened: 2026-10-19 19:54:36
Top score: 0.83