Steward case

CASE-002199

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

OpenCheckpointckpt-run-mvfoap9e-45521workflow paused, state held

Side-by-side comparison

Incoming CLM-418552 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418552incoming	#1MBR-024352Luis Adams 0.832 rec. Best evidence: NameDate of birth
Name	Luis U Adams	Luis U Adams
Date of birth	1983-06-10 06/10/83	1983-06-10
Member ID	— -	—
SSN	•••-••-0532	—
Phone	— -	7242337381
Email	—	—
Address	— -	6541 Palm Dr
City / state / ZIP	— UNKNOWN, -, -	Phoenix, AZ, 85078
Group	GRP-2651	—
Plan	OPTIONS-PPO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1PRV ×12 records

Evidence detail

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

▶#1MBR-024352Luis Adams0.83

Matched against TPA-58188, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-58188Luis Adams1983-06-10Scored 1.00
PRVPRV-25505Luis Adams1983-06-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396461206cc3
Escalated CLM-418552, top score 0.83, candidates MBR-024352

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 Luis AdamsMBR-024352, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418552 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-45521
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030541
Opened: 2026-10-19 19:54:36
Top score: 0.83