Steward case

CASE-003877

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

OpenCheckpointckpt-run-mvjj6udb-39946workflow paused, state held

Side-by-side comparison

Incoming CLM-409478 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409478incoming	#1MBR-041215Bryan Owens 0.831 rec. Best evidence: NameDate of birth
Name	Bryan Owens Owens, Bryan	Bryan Owens
Date of birth	1952-11-02	1952-11-02
Member ID	— -	—
SSN	•••-••-1287	—
Phone	— -	—
Email	— N/A	—
Address	— N/A	9413 Ocean Ave
City / state / ZIP	— N/A, -	Minneapolis, MN, 55485
Group	GRP-7397	—
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-041215Bryan Owens0.83

Matched against TPA-54112, 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-54112Bryan Owens1952-11-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556f07b9b87a
Escalated CLM-409478, top score 0.83, candidates MBR-041215

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 Bryan OwensMBR-041215, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409478 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-39946
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027972
Opened: 2026-10-22 12:43:43
Top score: 0.83