Steward case

CASE-003140

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

OpenCheckpointckpt-run-mvjj6udb-58832workflow paused, state held

Side-by-side comparison

Incoming CLM-422517 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422517incoming	#1MBR-023975Emily Chapman 0.831 rec. Best evidence: NameDate of birth
Name	Emily Chapman	Emily Chapman
Date of birth	2008-06-05 Jun 5, 2008	2008-06-05
Member ID	UHC-47796-81	—
SSN	•••-••-4186	—
Phone	5373311459 537-331-1459	—
Email	— UNKNOWN	—
Address	— null	3822 Highland Ave
City / state / ZIP	— null, null	San Antonio, TX, 78271
Group	GRP-3491	GRP-3491
Plan	— NULL	CORE-HMO
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-023975Emily Chapman0.83

Matched against TPA-59891, 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-59891Emily Chapman2008-06-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55af9450482e
Escalated CLM-422517, top score 0.83, candidates MBR-023975

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 Emily ChapmanMBR-023975, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-422517 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-58832
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035801
Opened: 2026-10-22 12:43:43
Top score: 0.83