Steward case

CASE-001576

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

OpenCheckpointckpt-run-mvfoap9e-86548workflow paused, state held

Side-by-side comparison

Incoming CLM-422464 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422464incoming	#1MBR-043845George Riley 0.831 rec. Best evidence: NameDate of birth
Name	George Riley	George Riley
Date of birth	1959-08-20	1959-08-20
Member ID	UHC-93048-03	—
SSN	— •••-••-null	•••-••-8050
Phone	5765171539 (576) 517-1539	—
Email	—	—
Address	— null	1602 Elm St # 416
City / state / ZIP	— NULL, -, UNKNOWN	San Antonio, TX
Group	GRP-4260	GRP-4260
Plan	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-043845George Riley0.83

Matched against TPA-59866, 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-59866George Riley1959-08-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392bbf253cce
Escalated CLM-422464, top score 0.83, candidates MBR-043845

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 George RileyMBR-043845, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-422464 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-86548
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043896
Opened: 2026-10-19 19:54:36
Top score: 0.83