Steward case

CASE-002594

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

OpenCheckpointckpt-run-mvjj6udb-17686workflow paused, state held

Side-by-side comparison

Incoming CLM-418537 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418537incoming	#1MBR-021496Samantha Anderson 0.832 rec. Best evidence: NameDate of birth
Name	Samantha Anderson	Samantha L Anderson
Date of birth	1971-12-10	1971-12-10
Member ID	UHC-16105-67	—
SSN	—	—
Phone	—	4333355037
Email	—	—
Address	1292 Palm Dr 1292 PALM DRIVE	4356 Spring St
City / state / ZIP	Orlando, FL, 32857	Jacksonville, FL, 32220
Group	—	—
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-021496Samantha Anderson0.83

Matched against TPA-58180, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-418538Samantha Anderson1971-12-10Scored 1.00
TPATPA-58180Sam Anderson1971-12-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550ff6f72fa3
Escalated CLM-418537, top score 0.83, candidates MBR-021496

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 Samantha AndersonMBR-021496, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418537 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-17686
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014801
Opened: 2026-10-22 12:43:43
Top score: 0.83