Steward case

CASE-000199

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

OpenCheckpointckpt-run-mvfoap9e-60766workflow paused, state held

Side-by-side comparison

Incoming CLM-426824 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426824incoming	#1MBR-001698Priya Garcia 0.835 rec. Best evidence: NameDate of birth
Name	Priya Garcia	Priya Garcia
Date of birth	1967-07-19	1967-07-19
Member ID	— -	UHC-44713-38
SSN	— •••-••--	•••-••-7437
Phone	—	7749041908
Email	— -	priya.garcia@icloud.com
Address	—	2276 Broadway
City / state / ZIP	— NULL, null , N/A	Dallas, TX, 75216
Group	GRP-0784	GRP-0784
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×2ENR ×2CLM ×15 records

Evidence detail

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

▶#1MBR-001698Priya Garcia0.83

Matched against ENR-135181, 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-61845Garcia Priya1967-07-19Scored 0.99
ENRENR-135181Priya Garcia1967-07-19Scored 1.00
TPATPA-61844Piya Garcia1967-07-19Scored 0.99
CLMCLM-426825Priya Garcia1967-07-19Scored 1.00
ENRENR-135180Priya Garcia1967-07-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c899f8ea04
Escalated CLM-426824, top score 0.83, candidates MBR-001698

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 Priya GarciaMBR-001698, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-426824 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-60766
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036472
Opened: 2026-10-19 19:54:36
Top score: 0.83