Steward case

CASE-003429

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

OpenCheckpointckpt-run-mvjj6udb-45945workflow paused, state held

Side-by-side comparison

Incoming CLM-414433 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414433incoming	#1MBR-020454Donna Jacobs 0.834 rec. Best evidence: NameDate of birth
Name	Donna Jacobs	Donna O Jacobs
Date of birth	1980-04-28	1980-04-28
Member ID	— NULL	UHC-93706-58
SSN	— •••-••-N/A	•••-••-0462
Phone	— UNKNOWN	2157237645
Email	—	donna.jacobs38@proton.me
Address	— NULL	1474 Hillcrest Rd
City / state / ZIP	— -, NULL	Gilbert, AZ, 85224
Group	GRP-4786	GRP-4786
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×24 records

Evidence detail

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

▶#1MBR-020454Donna Jacobs0.83

Matched against TPA-56370, 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-56370Donna Jacobs1980-04-28Rule 0.97
ENRENR-119007Donna Jacobs1980-04-28Rule 0.99
CLMCLM-414434Donna Jacobs1980-04-28Rule 0.99
CLMCLM-414435Donna Jacobs1980-04-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55660ab3b294
Escalated CLM-414433, top score 0.83, candidates MBR-020454

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 Donna JacobsMBR-020454, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-414433 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-45945
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030723
Opened: 2026-10-22 12:43:43
Top score: 0.83