Steward case

CASE-000767

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

OpenCheckpointckpt-run-mvjj6udb-2594workflow paused, state held

Side-by-side comparison

Incoming CLM-430187 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430187incoming	#1MBR-018333Ronald Thomas 0.833 rec. Best evidence: NameDate of birth
Name	Ronald Thomas	Ronald Thomas
Date of birth	1999-03-07	1999-03-07
Member ID	— NULL	UHC-18112-04
SSN	— •••-••-null	•••-••-0846
Phone	— N/A	6868544321
Email	— null	—
Address	—	700 Grand Ave
City / state / ZIP	— N/A, NULL , null	Los Angeles, CA
Group	GRP-4407	GRP-4407
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1CLM ×23 records

Evidence detail

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

▶#1MBR-018333Ronald Thomas0.83

Matched against TPA-63325, 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-63325Ronald Thomas1999-03-07Scored 1.00
CLMCLM-430185Ronald Thomas1999-03-07Scored 1.00
CLMCLM-430186Runald Thomas1999-03-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5525191f606d
Escalated CLM-430187, top score 0.83, candidates MBR-018333

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 Ronald ThomasMBR-018333, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-430187 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-2594
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002470
Opened: 2026-10-22 12:43:43
Top score: 0.83