Steward case

CASE-001543

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

OpenCheckpointckpt-run-mvfoap9e-37324workflow paused, state held

Side-by-side comparison

Incoming CLM-421248 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421248incoming	#1MBR-027047Amanda Phillips 0.831 rec. Best evidence: NameDate of birth
Name	Amanda Phillips	Amanda Phillips
Date of birth	1987-07-18	1987-07-18
Member ID	— N/A	UHC-49815-50
SSN	•••-••-0159	—
Phone	— UNKNOWN	—
Email	— -	amanda.phillips@hotmail.com
Address	9582 Cedar Ln 9582 Cedar Lane	—
City / state / ZIP	Los Angeles, CA	—
Group	— null	—
Plan	CORE-HMO	CORE-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-027047Amanda Phillips0.83

Matched against TPA-59346, 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-59346Amanda Phillips1987-07-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3935958c4601
Escalated CLM-421248, top score 0.83, candidates MBR-027047

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 Amanda PhillipsMBR-027047, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-421248 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-37324
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026694
Opened: 2026-10-19 19:54:36
Top score: 0.83