Steward case

CASE-002293

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

OpenCheckpointckpt-run-mvjj6udb-34268workflow paused, state held

Side-by-side comparison

Incoming CLM-405170 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405170incoming	#1MBR-009802Terry Williams 0.831 rec. Best evidence: NameDate of birth	#2MBR-022225Terry Williams 0.831 rec. Best evidence: NameDate of birth
Name	Terry Williams Williams, Terry	Terry Williams	Terry Williams
Date of birth	1974-12-27	1974-12-27	1974-12-27
Member ID	UHC-14173-51	—	—
SSN	—	—	—
Phone	—	—	2416504018
Email	—	—	terry.williams17@yahoo.com
Address	3360 Lake View Rd	—	—
City / state / ZIP	Eden Prairie, MN, 55369	—	—
Group	GRP-6698	—	—
Plan	— N/A	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-009802Terry Williams0.83

Matched against CLM-405169, 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-405169Terry Williams1974-12-27Single record 1.00

▶#2MBR-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

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5541505aba90
Escalated CLM-405170, top score 0.83, candidates MBR-009802, MBR-022225

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-009802, score 0.83, 1 recordLinkLink to Terry WilliamsMBR-022225, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-405170 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-34268
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025111
Opened: 2026-10-22 12:43:43
Top score: 0.83