Steward case

CASE-000719

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

OpenCheckpointckpt-run-mvfoap9e-63279workflow paused, state held

Side-by-side comparison

Incoming CLM-425424 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425424incoming	#1MBR-002318Barbara Park 0.834 rec. Best evidence: NameDate of birth
Name	Babara S Park BABARA S. PARK	Barbara S Park
Date of birth	1982-05-01	1982-05-01
Member ID	— null	UHC-16638-84
SSN	—	•••-••-7222
Phone	— UNKNOWN	3326972621
Email	—	barbara.park71@yahoo.com
Address	— NULL	4177 Pine Dr
City / state / ZIP	— N/A, N/A	Scottsdale, AZ, 85224
Group	GRP-3609	GRP-3609
Plan	— N/A	CORE-HMO
Sources, records	CLM1 record	TPA ×1CLM ×34 records

Evidence detail

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

▶#1MBR-002318Barbara Park0.83

Matched against TPA-61222, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-61222Barbara Park1982-05-01Scored 1.00
CLMCLM-425425Barbaa Park1982-05-01Scored 1.00
CLMCLM-425423Barbara Park1982-05-01Rule 0.99
CLMCLM-425426Barbara Park1982-05-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d0eb4b2295
Escalated CLM-425424, top score 0.83, candidates MBR-002318

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 Barbara ParkMBR-002318, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-425424 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-63279
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037337
Opened: 2026-10-19 19:54:36
Top score: 0.83