Steward case

CASE-003063

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

OpenCheckpointckpt-run-mvjj6udb-18802workflow paused, state held

Side-by-side comparison

Incoming CLM-403818 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-403818incoming	#1MBR-026625Kelly Carroll 0.831 rec. Best evidence: NameDate of birth	#2MBR-037960Kelly Carroll 0.831 rec. Best evidence: NameDate of birth
Name	Kelly Y Carroll	Kelly Y Carroll	Kelly Carroll
Date of birth	1991-12-06 19911206	1991-12-06	1991-12-06
Member ID	— null	—	UHC-69019-16
SSN	•••-••-0362	—	—
Phone	— NULL	—	—
Email	—	—	—
Address	— null	—	4573 Palm Dr
City / state / ZIP	— , null	—	Dallas, TX, 75284
Group	— -	GRP-1671	GRP-1671
Plan	MEDICARE-ADV-B	—	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-026625Kelly Carroll0.83

Matched against TPA-51658, 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-51658Kelly Carroll1991-12-06Single record 1.00

▶#2MBR-037960Kelly Carroll0.83

Matched against CLM-403819, 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

CLMCLM-403819Kelly Carroll1991-12-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557704e2d105
Escalated CLM-403818, top score 0.83, candidates MBR-026625, MBR-037960

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 Kelly CarrollMBR-026625, score 0.83, 1 recordLinkLink to Kelly CarrollMBR-037960, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-403818 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-18802
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015593
Opened: 2026-10-22 12:43:43
Top score: 0.83