Steward case

CASE-001548

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

OpenCheckpointckpt-run-mvjj6udb-60801workflow paused, state held

Side-by-side comparison

Incoming CLM-409368 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409368incoming	#1MBR-005728Elizabeth Diaz 0.831 rec. Best evidence: NameDate of birth
Name	Elizabeth Diaz	Elizabeth P Diaz
Date of birth	1942-03-04 3/4/1942	1942-03-04
Member ID	UHC-18660-05	—
SSN	—	•••-••-5517
Phone	7242315582 +1 724 231 5582	—
Email	— NULL	—
Address	6510 Apache Blvd 6510 Apache Boulevard	—
City / state / ZIP	Denver, CO, 80214	—
Group	—	—
Plan	— UNKNOWN	—
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-005728Elizabeth Diaz0.83

Matched against TPA-54063, 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-54063Elizabeth Diaz1942-03-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553da9c7fc3b
Escalated CLM-409368, top score 0.83, candidates MBR-005728

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 Elizabeth DiazMBR-005728, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409368 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-60801
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036488
Opened: 2026-10-22 12:43:43
Top score: 0.83