Steward case

CASE-004195

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

OpenCheckpointckpt-run-mvfoap9e-63209workflow paused, state held

Side-by-side comparison

Incoming CLM-414020 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414020incoming	#1MBR-044565Fatima Boyd 0.831 rec. Best evidence: NameDate of birth
Name	Fatima Boyd	Fatima Boyd
Date of birth	1985-07-28 28-07-1985	1985-07-28
Member ID	UHC-18372-48	—
SSN	— •••-••-null	—
Phone	—	7457946116
Email	—	—
Address	— UNKNOWN	7311 Sage Ct
City / state / ZIP	— NULL	Fresno, CA, 93791
Group	—	—
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-044565Fatima Boyd0.83

Matched against TPA-56189, 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-56189Fatima Boyd1985-07-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394e76f5e8a2
Escalated CLM-414020, top score 0.83, candidates MBR-044565

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 Fatima BoydMBR-044565, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-414020 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-63209
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037307
Opened: 2026-10-19 19:54:36
Top score: 0.83