Steward case

CASE-001363

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

OpenCheckpointckpt-run-mvfoap9e-71735workflow paused, state held

Side-by-side comparison

Incoming CLM-419455 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419455incoming	#1MBR-004884Randy Long 0.832 rec. Best evidence: NameDate of birth
Name	Randy Long	Randy Q Long
Date of birth	1990-01-25	1990-01-25
Member ID	— NULL	UHC-89497-69
SSN	— •••-••--	•••-••-8291
Phone	— NULL	7105538266
Email	—	randy.long95@icloud.com
Address	— UNKNOWN	3698 River Rd
City / state / ZIP	— NULL, NULL, null	San Diego, CA, 92186
Group	—	GRP-9115
Plan	SELECT-EPO	SELECT-EPO
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-004884Randy Long0.83

Matched against TPA-58587, 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-58587Randy Long1990-01-25Scored 0.93
ENRENR-125621Randy Long1990-01-25Scored 0.93

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39848f2c401a
Escalated CLM-419455, top score 0.83, candidates MBR-004884

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 Randy LongMBR-004884, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-419455 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-71735
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040040
Opened: 2026-10-19 19:54:36
Top score: 0.83