Steward case

CASE-001635

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

OpenCheckpointckpt-run-mvfoap9e-79361workflow paused, state held

Side-by-side comparison

Incoming CLM-409404 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409404incoming	#1MBR-032972Walter Morrison 0.831 rec. Best evidence: NameDate of birth	#2MBR-039858Walter Morrison 0.831 rec. Best evidence: NameDate of birth
Name	Walter Mrrison Mrrison, Walter	Walter Morrison	Walter Morrison
Date of birth	1994-06-23	1994-06-23	1994-06-23
Member ID	UHC-11655-25	—	—
SSN	—	—	—
Phone	—	5165640150	—
Email	— N/A	—	walter.morrison63@proton.me
Address	—	—	7247 Hillcrest Rd
City / state / ZIP	— null, -	—	Charlotte, NC, 28210
Group	— -	—	GRP-5387
Plan	CORE-HMO	—	—
Sources, records	CLM1 record	TPA ×11 record	TPA ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-032972Walter Morrison0.83

Matched against TPA-54073, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-54073Walter Morrison1994-06-23Single record 1.00

▶#2MBR-039858Walter Morrison0.83

Matched against TPA-54074, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-54074Walter Morrison1994-06-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395f26976a5b
Escalated CLM-409404, top score 0.83, candidates MBR-032972, MBR-039858

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 Walter MorrisonMBR-032972, score 0.83, 1 recordLinkLink to Walter MorrisonMBR-039858, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409404 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-79361
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042132
Opened: 2026-10-19 19:54:36
Top score: 0.83