Steward case

CASE-001527

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

OpenCheckpointckpt-run-mvfoap9e-90709workflow paused, state held

Side-by-side comparison

Incoming CLM-430429 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430429incoming	#1MBR-005629Kelly Watson 0.831 rec. Best evidence: NameDate of birth
Name	Kelly B Watson Kelly B. Watson	Kelly Watson
Date of birth	1986-04-16	1986-04-16
Member ID	UHC-78347-04	—
SSN	•••-••-5098	—
Phone	— N/A	—
Email	— null	kelly.watson@proton.me
Address	— NULL	7815 Lake View Rd Apt 12
City / state / ZIP	— N/A, N/A	Dallas, TX, 75216
Group	GRP-5770	GRP-5770
Plan	NAVIGATE-HMO	NAVIGATE-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-005629Kelly Watson0.83

Matched against TPA-63438, 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-63438Kelly Watson1986-04-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e34a38a876
Escalated CLM-430429, top score 0.83, candidates MBR-005629

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 Kelly WatsonMBR-005629, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430429 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-90709
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044857
Opened: 2026-10-19 19:54:36
Top score: 0.83