Steward case

CASE-000775

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

OpenCheckpointckpt-run-mvjj6udb-65452workflow paused, state held

Side-by-side comparison

Incoming CLM-405061 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405061incoming	#1MBR-038785Michelle Smith 0.832 rec. Best evidence: NameDate of birth
Name	Michelle Smith	Michelle M Smith
Date of birth	2003-05-10	2003-05-10
Member ID	UHC-47865-40	—
SSN	—	•••-••-1321
Phone	— NULL	—
Email	—	michelle.smith34@proton.me
Address	— N/A	5366 Main St
City / state / ZIP	— UNKNOWN	Fresno, CA, 93769
Group	GRP-9198	GRP-9198
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-038785Michelle Smith0.83

Matched against TPA-52211, 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-52211Michelle Smith2003-05-10Scored 1.00
TPATPA-52212Michelle Smith2003-05-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d4ce96024b
Escalated CLM-405061, top score 0.83, candidates MBR-038785

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 Michelle SmithMBR-038785, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-405061 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-65452
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038086
Opened: 2026-10-22 12:43:43
Top score: 0.83