Steward case

CASE-001497

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

OpenCheckpointckpt-run-mvjj6udb-5901workflow paused, state held

Side-by-side comparison

Incoming CLM-400344 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400344incoming	#1MBR-020433Priya Alexander 0.832 rec. Best evidence: NameDate of birth
Name	Priya Alexander	Priya Alexander
Date of birth	1983-03-13	1983-03-13
Member ID	— -	UHC-44374-67
SSN	— •••-••-N/A	•••-••-5846
Phone	—	—
Email	— -	priya.alexander62@proton.me
Address	— NULL	1179 Canyon Rd
City / state / ZIP	— null, N/A, null	Tempe, AZ, 85292
Group	GRP-6588	GRP-6588
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-020433Priya Alexander0.83

Matched against ENR-100477, 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

ENRENR-100477Priya Alexander1983-03-13Scored 1.00
TPATPA-50139Priya Alexander1983-03-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a3fd796d32
Escalated CLM-400344, top score 0.83, candidates MBR-020433

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 Priya AlexanderMBR-020433, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-400344 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-5901
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005456
Opened: 2026-10-22 12:43:43
Top score: 0.83