Steward case

CASE-004265

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

OpenCheckpointckpt-run-mvfoap9e-73128workflow paused, state held

Side-by-side comparison

Incoming CLM-400485 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400485incoming	#1MBR-046345Andrea Jordan 0.831 rec. Best evidence: NameDate of birth
Name	Andrea Jordan	Andrea Jordan
Date of birth	1938-12-18 19381218	1938-12-18
Member ID	UHC-03898-53	—
SSN	— •••-••--	•••-••-0260
Phone	— null	—
Email	— null	—
Address	— UNKNOWN	9521 Ocean Ave
City / state / ZIP	— NULL	Fresno, CA, 93755
Group	GRP-6852	—
Plan	OPTIONS-PPO	—
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-046345Andrea Jordan0.83

Matched against TPA-50207, 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-50207Andrea Jordan1938-12-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39efc1fcb5a8
Escalated CLM-400485, top score 0.83, candidates MBR-046345

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 Andrea JordanMBR-046345, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400485 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-73128
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040461
Opened: 2026-10-19 19:54:36
Top score: 0.83