Steward case

CASE-002165

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

OpenCheckpointckpt-run-mvfoap9e-10869workflow paused, state held

Side-by-side comparison

Incoming CLM-419112 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419112incoming	#1MBR-008961Jackie Nelson 0.834 rec. Best evidence: NameDate of birth
Name	Jacqueline Nelson Nelson, Jacqueline	Jackie Nelson
Date of birth	1956-08-17 08/17/56	1956-08-17
Member ID	— UNKNOWN	UHC-14047-09
SSN	— •••-••-UNKNOWN	•••-••-6765
Phone	— -	—
Email	jacqueline.nelson@aol.com	—
Address	— NULL	9235 Jefferson Ave
City / state / ZIP	— UNKNOWN, N/A, NULL	Los Angeles, CA, 90026
Group	GRP-4312	GRP-4312
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×2CLM ×24 records

Evidence detail

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

▶#1MBR-008961Jackie Nelson0.83

Matched against TPA-58459, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-58459Jackie Nelson1956-08-17Scored 1.00
TPATPA-58458Jacqueline Nelson1956-08-17Scored 1.00
CLMCLM-419113Jacqueline Nelosn1956-08-17Scored 0.99
CLMCLM-419111Jackie Nelson1956-08-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e32a27409e
Escalated CLM-419112, top score 0.83, candidates MBR-008961

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 Jackie NelsonMBR-008961, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-419112 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-10869
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009607
Opened: 2026-10-19 19:54:36
Top score: 0.83