Steward case

CASE-001773

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

OpenCheckpointckpt-run-mvjj6udb-29611workflow paused, state held

Side-by-side comparison

Incoming CLM-416740 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416740incoming	#1MBR-040696Jesse Shaw 0.831 rec. Best evidence: NameDate of birth
Name	Jasse Shaw	Jesse Shaw
Date of birth	1948-02-21	1948-02-21
Member ID	— NULL	—
SSN	•••-••-8180	—
Phone	7107126433 710.712.6433	—
Email	jesse.shaw@outlook.com	—
Address	— UNKNOWN	3852 Palm Dr
City / state / ZIP	—	Tampa, FL, 33676
Group	— -	GRP-4079
Plan	CHOICE-PLUS-PPO	—
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-040696Jesse Shaw0.83

Matched against TPA-57371, 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-57371Jesse Shaw1948-02-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557dacd08035
Escalated CLM-416740, top score 0.83, candidates MBR-040696

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 Jesse ShawMBR-040696, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-416740 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-29611
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022530
Opened: 2026-10-22 12:43:43
Top score: 0.83