Steward case

CASE-000181

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

OpenCheckpointckpt-run-mvfoap9e-85868workflow paused, state held

Side-by-side comparison

Incoming CLM-429915 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429915incoming	#1MBR-008363Melissa Soto 0.833 rec. Best evidence: NameDate of birth	#2MBR-036176Melissa Soto 0.831 rec. Best evidence: NameDate of birth
Name	Melissa Soto Soto, Melissa	Melissa O Soto	Melissa O Soto
Date of birth	1979-06-25	1979-06-25	1979-06-25
Member ID	— null	UHC-47899-58	—
SSN	— •••-••- NULL	•••-••-9251	—
Phone	—	2323469411	—
Email	— NULL	melissa.soto@aol.com	—
Address	—	4356 Jefferson Ave	—
City / state / ZIP	— N/A, NULL	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-036176Melissa Soto0.83

Matched against CLM-429916, 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-429916Melissa Soto1979-06-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bff0b44f10
Escalated CLM-429915, top score 0.83, candidates MBR-008363, MBR-036176

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 Melissa SotoMBR-008363, score 0.83, 3 recordsLinkLink to Melissa SotoMBR-036176, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-429915 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-85868
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043744
Opened: 2026-10-19 19:54:36
Top score: 0.83