Steward case

CASE-002183

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

OpenCheckpointckpt-run-mvjj6udb-27458workflow paused, state held

Side-by-side comparison

Incoming CLM-415898 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415898incoming	#1MBR-009114Brenda Nichols 0.831 rec. Best evidence: NameDate of birth
Name	Brenda Nichools	Brenda K Nichols
Date of birth	1998-10-20	1998-10-20
Member ID	—	—
SSN	— •••-••-UNKNOWN	—
Phone	— N/A	—
Email	— NULL	brenda.nichols48@hotmail.com
Address	— NULL	—
City / state / ZIP	— NULL, null	—
Group	GRP-3922	—
Plan	— NULL	—
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-009114Brenda Nichols0.83

Matched against TPA-56972, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-56972Brenda Nichols1998-10-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55eb070d5712
Escalated CLM-415898, top score 0.83, candidates MBR-009114

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 Brenda NicholsMBR-009114, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-415898 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-27458
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021272
Opened: 2026-10-22 12:43:43
Top score: 0.83