Steward case

CASE-002746

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

OpenCheckpointckpt-run-mvfoap9e-63204workflow paused, state held

Side-by-side comparison

Incoming CLM-407949 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407949incoming	#1MBR-020893Sara Sanders 0.834 rec. Best evidence: NameDate of birth
Name	Sara Sanders	Sara Sanders
Date of birth	1970-11-07 11/07/1970	1970-11-07
Member ID	— UNKNOWN	UHC-46950-51
SSN	—	•••-••-9989
Phone	— UNKNOWN	8132133545
Email	— UNKNOWN	sara.sanders15@gmail.com
Address	—	2403 Spring St
City / state / ZIP	— -, -, NULL	Denver, CO
Group	—	GRP-5245
Plan	— null	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×2PRV ×1ENR ×14 records

Evidence detail

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

▶#1MBR-020893Sara Sanders0.83

Matched against TPA-53514, 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-53514Sara Sanders1970-11-07Scored 1.00
PRVPRV-22359Sara Sanders1970-11-07Scored 1.00
TPATPA-53513Sara Sanders1970-11-07Scored 1.00
ENRENR-110502Sara Sanders1970-11-07Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bf1d0fe056
Escalated CLM-407949, top score 0.83, candidates MBR-020893

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 Sara SandersMBR-020893, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-407949 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-63204
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037305
Opened: 2026-10-19 19:54:36
Top score: 0.83