Steward case

CASE-001220

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

OpenCheckpointckpt-run-mvfoap9e-82724workflow paused, state held

Side-by-side comparison

Incoming CLM-432353 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432353incoming	#1MBR-024571Linda Payne 0.834 rec. Best evidence: NameDate of birth
Name	Linda Payne	Linda V Payne
Date of birth	1993-12-06 12/6/1993	1993-12-06
Member ID	— null	UHC-07120-79
SSN	— •••-••-N/A	•••-••-9261
Phone	— null	8087800471
Email	— UNKNOWN	linda.payne16@outlook.com
Address	— UNKNOWN	321 Mountain View Dr
City / state / ZIP	— null, null, -	Atlanta, GA, 30334
Group	—	GRP-5646
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×2TPA ×1ENR ×14 records

Evidence detail

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

▶#1MBR-024571Linda Payne0.83

Matched against CLM-432354, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-432354Lidna Payne1993-12-06Rule 0.99
CLMCLM-432352Linda Payne1993-12-06Rule 0.99
TPATPA-64280Linda Payne1993-12-06Rule 0.97
ENRENR-142485Linda Payne1993-12-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ec47fc3c0a
Escalated CLM-432353, top score 0.83, candidates MBR-024571

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 Linda PayneMBR-024571, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-432353 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-82724
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043000
Opened: 2026-10-19 19:54:36
Top score: 0.83