Steward case

CASE-003292

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

OpenCheckpointckpt-run-mvfoap9e-33241workflow paused, state held

Side-by-side comparison

Incoming CLM-417198 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417198incoming	#1MBR-028537Mak Hawkins 0.832 rec. Best evidence: NameDate of birth
Name	Mrk Hawkins	Mak Hawkins
Date of birth	1973-02-22 2/22/1973	1973-02-22
Member ID	UHC-95210-35	—
SSN	— •••-••-null	•••-••-9442
Phone	— -	—
Email	—	—
Address	— NULL	1648 Main St
City / state / ZIP	— UNKNOWN, N/A, NULL	Tempe, AZ, 85289
Group	GRP-5832	—
Plan	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-028537Mak Hawkins0.83

Matched against TPA-57584, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-57584Mark Hawkins1973-02-22Scored 0.99
TPATPA-57585Mak Hawkins1973-02-22Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39732a91128f
Escalated CLM-417198, top score 0.83, candidates MBR-028537

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 Mak HawkinsMBR-028537, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-417198 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-33241
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024566
Opened: 2026-10-19 19:54:36
Top score: 0.83