Steward case

CASE-001828

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

OpenCheckpointckpt-run-mvjj6udb-7676workflow paused, state held

Side-by-side comparison

Incoming CLM-413513 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413513incoming	#1MBR-030156Sara Matthews 0.831 rec. Best evidence: NameDate of birth
Name	Sara N Matthews SARA N. MATTHEWS	Sara N Matthews
Date of birth	1971-11-11 Nov 11, 1971	1971-11-11
Member ID	UHC-28353-44	—
SSN	•••-••-4228	—
Phone	— N/A	2528452367
Email	— -	—
Address	— UNKNOWN	6688 Highland Ave
City / state / ZIP	— UNKNOWN	Nashville, TN, 37275
Group	GRP-0893	GRP-0893
Plan	— -	—
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-030156Sara Matthews0.83

Matched against TPA-55945, 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-55945Sara Matthews1971-11-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ca8393f672
Escalated CLM-413513, top score 0.83, candidates MBR-030156

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 Sara MatthewsMBR-030156, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-413513 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-7676
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006973
Opened: 2026-10-22 12:43:43
Top score: 0.83