Steward case

CASE-001032

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

OpenCheckpointckpt-run-mvjj6udb-17837workflow paused, state held

Side-by-side comparison

Incoming CLM-431630 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431630incoming	#1MBR-031725Samantha Meyer 0.832 rec. Best evidence: NameDate of birth
Name	Samantha Meyer Meyer, Samantha	Samantha R Meyer
Date of birth	1994-09-03	1994-09-03
Member ID	—	UHC-62039-46
SSN	— •••-••-UNKNOWN	•••-••-1251
Phone	—	4275526247
Email	— NULL	samantha.meyer56@outlook.com
Address	—	5138 Market St
City / state / ZIP	— N/A, UNKNOWN	Tucson, AZ, 85774
Group	GRP-7984	GRP-7984
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-031725Samantha Meyer0.83

Matched against TPA-63972, 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-63972Samantha Meyer1994-09-03Scored 1.00
ENRENR-141530Samantha Meyer1994-09-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55cc1b7dd1ba
Escalated CLM-431630, top score 0.83, candidates MBR-031725

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 Samantha MeyerMBR-031725, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-431630 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-17837
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014912
Opened: 2026-10-22 12:43:43
Top score: 0.83