Steward case

CASE-003287

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

OpenCheckpointckpt-run-mvjj6udb-68548workflow paused, state held

Side-by-side comparison

Incoming CLM-406275 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406275incoming	#1MBR-042499Frances Mason 0.831 rec. Best evidence: NameDate of birth
Name	Frances C Mason Frances C. Mason	Frances Mason
Date of birth	1979-03-07 Mar 7, 1979	1979-03-07
Member ID	UHC-03601-50	—
SSN	•••-••-3026	—
Phone	— N/A	—
Email	—	—
Address	— N/A	7506 Highland Ave
City / state / ZIP	— NULL, N/A	Scottsdale, AZ
Group	GRP-3971	GRP-3971
Plan	NAVIGATE-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-042499Frances Mason0.83

Matched against TPA-52780, 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-52780Frances Mason1979-03-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555b0d4e754d
Escalated CLM-406275, top score 0.83, candidates MBR-042499

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 Frances MasonMBR-042499, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406275 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-68548
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039076
Opened: 2026-10-22 12:43:43
Top score: 0.83