Steward case

CASE-001663

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

OpenCheckpointckpt-run-mvjj6udb-23915workflow paused, state held

Side-by-side comparison

Incoming CLM-412260 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412260incoming	#1MBR-036656Joseph Singh 0.831 rec. Best evidence: NameDate of birth
Name	Jsoeph B Singh	Joseph Singh
Date of birth	1961-03-14 14-03-1961	1961-03-14
Member ID	— null	—
SSN	•••-••-6193	—
Phone	7285645672 728-564-5672	—
Email	— N/A	—
Address	—	5235 Maple Ave
City / state / ZIP	— N/A, N/A	Glendale, AZ, 85307
Group	— N/A	GRP-8452
Plan	— N/A	MEDICARE-ADV-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-036656Joseph Singh0.83

Matched against TPA-55398, 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-55398Joseph Singh1961-03-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551c3e462776
Escalated CLM-412260, top score 0.83, candidates MBR-036656

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 Joseph SinghMBR-036656, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412260 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-23915
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019043
Opened: 2026-10-22 12:43:43
Top score: 0.83