Steward case

CASE-003054

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

OpenCheckpointckpt-run-mvfoap9e-24300workflow paused, state held

Side-by-side comparison

Incoming CLM-412286 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412286incoming	#1MBR-040881Jnice Cook 0.831 rec. Best evidence: NameDate of birth
Name	Janice Cook	Jnice Cook
Date of birth	1946-04-28 04/28/1946	1946-04-28
Member ID	UHC-48502-58	—
SSN	•••-••-7355	—
Phone	— null	—
Email	— UNKNOWN	—
Address	— NULL	—
City / state / ZIP	— UNKNOWN, -	—
Group	—	GRP-9179
Plan	SELECT-EPO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-040881Jnice Cook0.83

Matched against TPA-55414, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-55414Jnice Cook1946-04-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393f462586cf
Escalated CLM-412286, top score 0.83, candidates MBR-040881

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 Jnice CookMBR-040881, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412286 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-24300
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019300
Opened: 2026-10-19 19:54:36
Top score: 0.83