Steward case

CASE-001799

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

OpenCheckpointckpt-run-mvfoap9e-74059workflow paused, state held

Side-by-side comparison

Incoming CLM-422907 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422907incoming	#1MBR-042549Laura Weber 0.831 rec. Best evidence: NameDate of birth
Name	Laura Weber	Laura Weber
Date of birth	1941-09-14 09/14/1941	1941-09-14
Member ID	UHC-70400-26 UHC7040026	—
SSN	•••-••-0825	—
Phone	3908170764 (390) 817-0764	—
Email	— null	—
Address	— N/A	3697 Highland Ave
City / state / ZIP	— N/A	Orlando, FL
Group	— -	—
Plan	— N/A	OPTIONS-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-042549Laura Weber0.83

Matched against TPA-60063, 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-60063Laura Weber1941-09-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39acdbbdd83e
Escalated CLM-422907, top score 0.83, candidates MBR-042549

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 Laura WeberMBR-042549, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-422907 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-74059
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040728
Opened: 2026-10-19 19:54:36
Top score: 0.83