Steward case

CASE-000001

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

OpenCheckpointckpt-run-mvfoap9e-49600workflow paused, state held

Side-by-side comparison

Incoming CLM-402482 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402482incoming	#1MBR-018965Jacqueline Reyes 0.832 rec. Best evidence: NameDate of birth
Name	Jackie Reyes	Jacqueline P Reyes
Date of birth	1992-06-22 19920622	1992-06-22
Member ID	—	UHC-41908-29
SSN	•••-••-9639	—
Phone	— NULL	4603946250
Email	— UNKNOWN	jacqueline.reyes@hotmail.com
Address	— UNKNOWN	736 Grand Ave
City / state / ZIP	— N/A	Orlando, FL, 32848
Group	—	GRP-3874
Plan	— N/A	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-018965Jacqueline Reyes0.83

Matched against ENR-103182, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-103182Jacqueline Reyes1992-06-22Rule 0.99
ENRENR-103181Jacqueline Reyes1992-06-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a64ec17cac
Escalated CLM-402482, top score 0.83, candidates MBR-018965
AI recommendation on steward caseAI adjudicator (Claude on Bedrock)2026-10-21 14:05:29ef9835719d
rec id REC-mvi6poc9-000001, decision new, identity id , confidence 0.9, model id apac.amazon.nova-pro-v1:0, input hash a53457ba485a59b4458334abdda3be0c59d24984afbf7337ab774ece58c81326

AI recommendation

apac.amazon.nova-pro-v1:0 · 2026-10-21 14:05

Distinct identityconfidence 0.90Validated

The incoming record CLM-402482 does not have any identifiers (member ID, SSN last four, phone, email, address) that match with the candidate identity MBR-018965. Although the name and date of birth agree, the lack of identifier agreement leads to the decision that this is a new identity.

Evidence cited: [REC][WHY][C1][C1-fields] · 1412 ms

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Jacqueline ReyesMBR-018965, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-402482 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-49600
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032279
Opened: 2026-10-19 19:54:36
Top score: 0.83