Steward case

CASE-001118

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

OpenCheckpointckpt-run-mvfoap9e-90002workflow paused, state held

Side-by-side comparison

Incoming CLM-403189 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403189incoming	#1MBR-046575Robert Ross 0.831 rec. Best evidence: NameDate of birth
Name	Bobby Ross	Robert Ross
Date of birth	1940-05-01	1940-05-01
Member ID	—	—
SSN	—	•••-••-6346
Phone	—	4102859911
Email	—	—
Address	1209 Forest Ave	—
City / state / ZIP	Miami, FL, 33167	—
Group	GRP-9847	—
Plan	CORE-HMO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-046575Robert Ross0.83

Matched against TPA-51369, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-51369Robert Ross1940-05-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ed0f441f1b
Escalated CLM-403189, top score 0.83, candidates MBR-046575

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 Robert RossMBR-046575, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403189 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-90002
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044703
Opened: 2026-10-19 19:54:36
Top score: 0.83