Steward case

CASE-003019

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

OpenCheckpointckpt-run-mvfoap9e-91215workflow paused, state held

Side-by-side comparison

Incoming CLM-422342 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422342incoming	#1MBR-037472Dorothy Richards 0.831 rec. Best evidence: NameDate of birth	#2MBR-019119Dorothy Richards 0.791 rec. Best evidence: NameDate of birthPhone
Name	Dorothy Richards Richards, Dorothy	Dorothy C Richards	Dorothy Richards
Date of birth	1979-02-07	1979-02-07	1979-02-07
Member ID	— null	—	—
SSN	•••-••-6819 •••-••-*--6819	—	—
Phone	8163835314 816.383.5314	—	8163835314
Email	— null	dorothy.richards@icloud.com	—
Address	987 Willow Ct 987 Willow Court	—	4171 Spring St
City / state / ZIP	San Antonio, TX, 78280 San Antonio, Texas, 78280	—	Scottsdale, AZ, 85253
Group	GRP-5934	GRP-5934	—
Plan	—	—	—
Sources, records	CLM1 record	TPA ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-037472Dorothy Richards0.83

Matched against TPA-59820, 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-59820Dorothy Richards1979-02-07Single record 1.00

▶#2MBR-019119Dorothy Richards0.79

Matched against PRV-26599, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

PRVPRV-26599Dorothy Richards1979-02-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39310c0bf9de
Escalated CLM-422342, top score 0.83, candidates MBR-037472, MBR-019119

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 Dorothy RichardsMBR-037472, score 0.83, 1 recordLinkLink to Dorothy RichardsMBR-019119, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-422342 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-91215
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044998
Opened: 2026-10-19 19:54:36
Top score: 0.83