Steward case

CASE-003103

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

OpenCheckpointckpt-run-mvjj6udb-22665workflow paused, state held

Side-by-side comparison

Incoming CLM-413868 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413868incoming	#1MBR-030447Margaret Hunt 0.831 rec. Best evidence: NameDate of birth
Name	Margaret Hunt	Margaret Hunt
Date of birth	1941-10-25	1941-10-25
Member ID	—	—
SSN	•••-••-0473	—
Phone	2363388511 (236) 338-8511	—
Email	— N/A	—
Address	— null	7240 Union St
City / state / ZIP	— N/A, N/A	Gilbert, AZ, 85208
Group	GRP-7677	GRP-7677
Plan	MEDICARE-ADV-A	—
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-030447Margaret Hunt0.83

Matched against TPA-56102, 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-56102Margaret Hunt1941-10-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ec7b0f32d0
Escalated CLM-413868, top score 0.83, candidates MBR-030447

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 Margaret HuntMBR-030447, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-413868 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-22665
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018227
Opened: 2026-10-22 12:43:43
Top score: 0.83