Steward queue/CASE-001943
Steward case

CASE-001943

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

OpenCheckpointckpt-run-mvjj6udb-8365workflow paused, state held

Side-by-side comparison

Incoming CLM-412045 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-412045incoming
#1MBR-014334Lori Perkins
0.831 rec.
Best evidence: NameDate of birth
NameLorri E Perkins
Perkins, Lorri E.
Lori E Perkins
Date of birth1969-01-03
19690103
1969-01-03
Member IDUHC-69897-97—
SSN—
•••-••-N/A
•••-••-4806
Phone—
5858375
6445858375
Email——
Address—1723 Hillcrest Rd
City / state / ZIP—
NULL, N/A
Los Angeles, CA, 90018
GroupGRP-9560GRP-9560
PlanOPTIONS-PPOMEDICARE-ADV-B
Sources, recordsCLM1 recordENR ×11 record

Evidence detail

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

▶#1MBR-014334Lori Perkins0.83
Matched against ENR-115856, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name0.98350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity
  • ENRENR-115856Lori Perkins1969-01-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-22 12:43:55a13d837d4a
    Escalated CLM-412045, top score 0.83, candidates MBR-014334

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvjj6udb-8365
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-007555
Opened
2026-10-22 12:43:43
Top score
0.83