Steward queue/CASE-002103
Steward case

CASE-002103

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

OpenCheckpointckpt-run-mvfoap9e-87194workflow paused, state held

Side-by-side comparison

Incoming CLM-428194 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-428194incoming
#1MBR-008489Adam Obrien
0.833 rec.
Best evidence: NameDate of birth
NameAdam ObrienAdam X Obrien
Date of birth1982-04-02
02-04-1982
1982-04-02
Member IDUHC-58333-51—
SSN—
•••-••-UNKNOWN
—
Phone—
-
4268543684
Email—
N/A
adam.obrien84@proton.me
Address—
UNKNOWN
4314 Sunset Blvd
City / state / ZIP—
null, NULL
Chandler, AZ, 85208
GroupGRP-9159GRP-9159
PlanSELECT-EPO—
Sources, recordsCLM1 recordTPA ×2PRV ×13 records

Evidence detail

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

▶#1MBR-008489Adam Obrien0.83
Matched against TPA-62464, 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 19:54:39205298fbdd
    Escalated CLM-428194, top score 0.83, candidates MBR-008489

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-87194
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-044047
Opened
2026-10-19 19:54:36
Top score
0.83