Steward case

CASE-003033

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

OpenCheckpointckpt-run-mvjj6udb-74692workflow paused, state held

Side-by-side comparison

Incoming CLM-416671 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416671incoming	#1MBR-039147Pamela Sanders 0.831 rec. Best evidence: NameDate of birth	#2MBR-019782Pamela Sanders 0.653 rec. Best evidence: Name
Name	Pamela Sanders	Pamela Sanders	Pamela Sanders
Date of birth	1960-06-02	1960-06-02	1960-06-11
Member ID	UHC-11818-05	—	UHC-46575-31
SSN	•••-••-0946	—	•••-••-8221
Phone	— -	—	2729762155
Email	— null	—	pamela.sanders@aol.com
Address	—	4856 Mountain View Dr	5409 Washington St
City / state / ZIP	— -, -, -	Chandler, AZ, 85272	Nashville, TN, 37230
Group	GRP-2117	—	GRP-9532
Plan	OPTIONS-PPO	—	SELECT-EPO
Sources, records	CLM1 record	TPA ×11 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-039147Pamela Sanders0.83

Matched against TPA-57333, 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-57333Pamela Sanders1960-06-02Single record 1.00

▶#2MBR-019782Pamela Sanders0.65

Matched against TPA-60578, 2 fields compared, weighted score 0.650

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.30	3	50%	year_month

Guard: noneConflicts: none

Records in this identity

TPATPA-60578Pamela Sanders1960-06-11Scored 1.00
ENRENR-131409Pamela Sanders1960-06-11Scored 1.00
CLMCLM-424023Pamela Sanders1960-06-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a414bc81c4
Escalated CLM-416671, top score 0.83, candidates MBR-039147, MBR-019782

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 Pamela SandersMBR-039147, score 0.83, 1 recordLinkLink to Pamela SandersMBR-019782, score 0.65, 3 recordsLinkConfirm as a distinct identityCLM-416671 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-74692
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040903
Opened: 2026-10-22 12:43:43
Top score: 0.83