Steward case

CASE-001287

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

OpenCheckpointckpt-run-mvjj6udb-64006workflow paused, state held

Side-by-side comparison

Incoming CLM-429054 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429054incoming	#1MBR-036824Walter Henry 0.831 rec. Best evidence: NameDate of birth
Name	Walter Henry	Walter Henry
Date of birth	1984-06-04 04-06-1984	1984-06-04
Member ID	— N/A	—
SSN	•••-••-8417	—
Phone	6979268338 (697) 926-8338	—
Email	— NULL	—
Address	2593 Bayshore Dr 2593 Bayshore Drive	—
City / state / ZIP	Atlanta, GA, 30307	—
Group	GRP-9428	—
Plan	— N/A	—
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-036824Walter Henry0.83

Matched against TPA-62837, 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-62837Walter Henry1984-06-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5564efc46236
Escalated CLM-429054, top score 0.83, candidates MBR-036824

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 Walter HenryMBR-036824, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429054 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-64006
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037596
Opened: 2026-10-22 12:43:43
Top score: 0.83