Steward case

CASE-001624

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

OpenCheckpointckpt-run-mvfoap9e-55838workflow paused, state held

Side-by-side comparison

Incoming CLM-409153 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409153incoming	#1MBR-032695Kevin Taylor 0.831 rec. Best evidence: NameDate of birth
Name	Kevin Tailor	Kevin Z Taylor
Date of birth	1978-04-04	1978-04-04
Member ID	UHC-00426-41	—
SSN	—	—
Phone	—	—
Email	—	—
Address	— -	9498 Main St
City / state / ZIP	— NULL, NULL	Eden Prairie, MN, 55326
Group	GRP-1932	GRP-1932
Plan	— N/A	—
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-032695Kevin Taylor0.83

Matched against TPA-53989, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-53989Kevin Taylor1978-04-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393dac1a5884
Escalated CLM-409153, top score 0.83, candidates MBR-032695

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 Kevin TaylorMBR-032695, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409153 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-55838
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034692
Opened: 2026-10-19 19:54:36
Top score: 0.83