Steward case

CASE-002291

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

OpenCheckpointckpt-run-mvjj6udb-11109workflow paused, state held

Side-by-side comparison

Incoming CLM-405169 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405169incoming	#1MBR-022225Terry Williams 0.831 rec. Best evidence: NameDate of birth	#2MBR-025111Terry Williams 0.831 rec. Best evidence: NameDate of birth
Name	Terry Williams	Terry Williams	Terry Williams
Date of birth	1974-12-27	1974-12-27	1974-12-27
Member ID	— UNKNOWN	—	UHC-14173-51
SSN	—	—	—
Phone	—	2416504018	—
Email	— -	terry.williams17@yahoo.com	—
Address	— -	—	3360 Lake View Rd
City / state / ZIP	— null	—	Eden Prairie, MN, 55369
Group	—	—	GRP-6698
Plan	MEDICARE-ADV-A	—	—
Sources, records	CLM1 record	TPA ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-022225Terry Williams0.83

Matched against TPA-52266, 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-52266Terry Williams1974-12-27Single record 1.00

▶#2MBR-025111Terry Williams0.83

Matched against CLM-405170, 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

CLMCLM-405170Terry Williams1974-12-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5527848f6fdb
Escalated CLM-405169, top score 0.83, candidates MBR-022225, MBR-025111

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 Terry WilliamsMBR-022225, score 0.83, 1 recordLinkLink to Terry WilliamsMBR-025111, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-405169 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-11109
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009802
Opened: 2026-10-22 12:43:43
Top score: 0.83