Steward queue/CASE-002274
Steward case

CASE-002274

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

OpenCheckpointckpt-run-mvjj6udb-67086workflow paused, state held

Side-by-side comparison

Incoming CLM-400728 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldCLMCLM-400728incoming
#1MBR-021507Carlos Perkins
0.831 rec.
Best evidence: NameDate of birth
NameCarlos PerkinsCarlos Perkins
Date of birth1998-11-011998-11-01
Member ID—
N/A
—
SSN——
Phone—3264008261
Email—
null
—
Address5027 Willow Ct—
City / state / ZIPSan Antonio, TX, 78247—
Group—
UNKNOWN
GRP-9762
PlanCORE-HMOCORE-HMO
Sources, recordsCLM1 recordTPA ×11 record

Evidence detail

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

▶#1MBR-021507Carlos Perkins0.83
Matched against TPA-50336, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity
  • TPATPA-50336Carlos Perkins1998-11-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-22 12:43:555a5f08529b
    Escalated CLM-400728, top score 0.83, candidates MBR-021507

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-mvjj6udb-67086
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-038627
Opened
2026-10-22 12:43:43
Top score
0.83