Steward case
CASE-000180
Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.
OpenCheckpointckpt-run-mvfoap9e-59901workflow paused, state held
Side-by-side comparison
Incoming CLM-429916 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it
| Field | CLMCLM-429916incoming | ||
|---|---|---|---|
| Name | Melissa O Soto | Melissa O Soto | Melissa Soto |
| Date of birth | 1979-06-25 | 1979-06-25 | 1979-06-25 |
| Member ID | — N/A | UHC-47899-58 | — |
| SSN | — •••-••-NULL | •••-••-9251 | — |
| Phone | — | 2323469411 | — |
| — - | melissa.soto@aol.com | — | |
| Address | — | 4356 Jefferson Ave | — |
| City / state / ZIP | — UNKNOWN, UNKNOWN | Fresno, CA, 93723 | — |
| Group | GRP-6367 | GRP-6367 | — |
| Plan | SELECT-EPO | MEDICARE-ADV-A | SELECT-EPO |
| Sources, records | CLM1 record | CLM ×1ENR ×23 records | CLM ×11 record |
Evidence detail
How the scoring agent compared the incoming record to the record it matched inside each candidate
▶#1MBR-008363Melissa Soto0.83
Matched against CLM-429917, 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
- CLMCLM-429917Melissa Soto1979-06-25Rule 0.99
- ENRENR-139228Melissa Soto1979-06-25Rule 0.99
- ENRENR-139229Melissa Soto1979-06-25Rule 0.99
▶#2MBR-043744Melissa Soto0.83
Matched against CLM-429915, 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
- CLMCLM-429915Melissa Soto1979-06-25Single record 1.00
Case audit
Every transition on this case, sealed into the hash chain
- Steward case openedEscalation agent2026-10-19 19:54:3971d41cc1b5Escalated CLM-429916, top score 0.83, candidates MBR-008363, MBR-043744
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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
- Checkpoint
- ckpt-run-mvfoap9e-59901
- Stage
- Human steward
- Policy version
- v1, threshold 0.85, floor 0.6
- Provisional identity
- MBR-036176
- Opened
- 2026-10-19 19:54:36
- Top score
- 0.83