Steward case

CASE-000080

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

OpenCheckpointckpt-run-mvfoap9e-71441workflow paused, state held

Side-by-side comparison

Incoming CLM-418275 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418275incoming	#1MBR-000225Jacob Vazquez 0.833 rec. Best evidence: NameDate of birth	#2MBR-043940Jacob Vazquez 0.751 rec. Best evidence: Name
Name	Jacob Vazquez	Jacob Vazquez	Jacob Vazquez
Date of birth	1972-07-14 07/14/72	1972-07-14	1971-07-14
Member ID	—	UHC-80829-54	—
SSN	—	•••-••-9148	—
Phone	—	5598648846	5598648846
Email	— UNKNOWN	jacob.vazquez77@icloud.com	—
Address	— -	2247 Park Pl	2247 Park Pl
City / state / ZIP	— -, null, N/A	Glendale, AZ, 85351	Glendale, AZ, 85351
Group	GRP-9224	GRP-9224	—
Plan	—	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	ENR ×2TPA ×13 records	CLM ×11 record

Evidence detail

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

▶#1MBR-000225Jacob Vazquez0.83

Matched against ENR-124034, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-124034Jacob Vaazquez1972-07-14Scored 0.99
TPATPA-58062Jacob Vazquez1972-07-14Scored 1.00
ENRENR-124035Jacob Vazquez1972-07-14Scored 1.00

▶#2MBR-043940Jacob Vazquez0.75

Matched against CLM-418274, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-418274Jacob Vazquez1971-07-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399455c96ead
Escalated CLM-418275, top score 0.83, candidates MBR-000225, MBR-043940

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 Jacob VazquezMBR-000225, score 0.83, 3 recordsLinkLink to Jacob VazquezMBR-043940, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-418275 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-71441
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039955
Opened: 2026-10-19 19:54:36
Top score: 0.83