Steward case

CASE-003829

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

OpenCheckpointckpt-run-mvfoap9e-38638workflow paused, state held

Side-by-side comparison

Incoming CLM-425275 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425275incoming	#1MBR-041491Joan Webb 0.831 rec. Best evidence: NameDate of birth
Name	Joan L Webb Joan L. Webb	Joan Webb
Date of birth	2005-09-03 03-09-2005	2005-09-03
Member ID	UHC-40570-11	—
SSN	— •••-••--	—
Phone	— null	3433387023
Email	—	—
Address	—	8859 Ridge Rd
City / state / ZIP	— null, N/A	Denver, CO, 80293
Group	GRP-3488	GRP-3488
Plan	—	MEDICARE-ADV-B
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-041491Joan Webb0.83

Matched against TPA-61161, 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-61161Joan Webb2005-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c837360bef
Escalated CLM-425275, top score 0.83, candidates MBR-041491

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 Joan WebbMBR-041491, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425275 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-38638
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027338
Opened: 2026-10-19 19:54:36
Top score: 0.83