Steward queue/CASE-001962
Steward case

CASE-001962

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

OpenCheckpointckpt-run-mvfoap9e-58872workflow paused, state held

Side-by-side comparison

Incoming CLM-418875 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-418875incoming
#1MBR-007622Sofia Garrett
0.832 rec.
Best evidence: NameDate of birth
NameSofia GarrettSofia Garrett
Date of birth1987-05-08
5/8/1987
1987-05-08
Member ID—
-
UHC-60736-86
SSN—
•••-••-NULL
•••-••-5970
Phone—
N/A
6707143325
Email—
-
—
Address—
N/A
256 Ocean Ave Apt 15
City / state / ZIP—
-
Seattle, WA, 98197
GroupGRP-7522GRP-7522
PlanCHOICE-PLUS-PPOCHOICE-PLUS-PPO
Sources, recordsCLM1 recordTPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-007622Sofia Garrett0.83
Matched against TPA-58371, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-19 19:54:39fab0d4bf96
    Escalated CLM-418875, top score 0.83, candidates MBR-007622

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-mvfoap9e-58872
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-035817
Opened
2026-10-19 19:54:36
Top score
0.83