Steward case

CASE-003534

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

OpenCheckpointckpt-run-mvjj6udb-75189workflow paused, state held

Side-by-side comparison

Incoming CLM-429100 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429100incoming	#1MBR-021781Brenda Phillips 0.834 rec. Best evidence: NameDate of birth
Name	Brenda Phillips	Brenda Phillips
Date of birth	1961-06-05 05-06-1961	1961-06-05
Member ID	—	UHC-75690-49
SSN	—	•••-••-6804
Phone	—	8043537023
Email	— -	brenda.phillips@gmail.com
Address	—	1876 Central Ave
City / state / ZIP	— UNKNOWN, NULL , null	Miami, FL
Group	GRP-1910	GRP-1910
Plan	OPTIONS-PPO	OPTIONS-PPO
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-021781Brenda Phillips0.83

Matched against TPA-62860, 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-62860Brenda Phillips1961-06-05Scored 1.00
ENRENR-138149Brenda Phillips1961-06-05Scored 1.00
CLMCLM-429101Brenda Phillips1961-06-05Rule 0.99
CLMCLM-429102Brenda Phillips1961-06-05Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e29f475ec3
Escalated CLM-429100, top score 0.83, candidates MBR-021781

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 Brenda PhillipsMBR-021781, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-429100 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-75189
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041037
Opened: 2026-10-22 12:43:43
Top score: 0.83