Steward case

CASE-002558

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

OpenCheckpointckpt-run-mvfoap9e-92484workflow paused, state held

Side-by-side comparison

Incoming CLM-426403 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426403incoming	#1MBR-021167Dot Alexander 0.832 rec. Best evidence: NameDate of birth
Name	Dorothy Alexander	Dot Alexander
Date of birth	1946-07-26	1946-07-26
Member ID	UHC-81221-87	—
SSN	— •••-••-null	—
Phone	9653078462 19653078462	—
Email	—	dorothy.alexander56@proton.me
Address	—	4659 Ocean Ave
City / state / ZIP	— UNKNOWN	Atlanta, GA, 30303
Group	GRP-6272	—
Plan	— null	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-021167Dot Alexander0.83

Matched against TPA-61662, 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-61662Dorothy Alexander1946-07-26Scored 1.00
TPATPA-61661Dot Alexander1946-07-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39666280a4f0
Escalated CLM-426403, top score 0.83, candidates MBR-021167

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 Dot AlexanderMBR-021167, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426403 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-92484
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045279
Opened: 2026-10-19 19:54:36
Top score: 0.83