Steward case

CASE-000210

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

OpenCheckpointckpt-run-mvfoap9e-31271workflow paused, state held

Side-by-side comparison

Incoming CLM-431269 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431269incoming	#1MBR-000574Alice Ortiz 0.834 rec. Best evidence: NameDate of birth
Name	Alice Ortiz	Alice T Ortiz
Date of birth	1971-04-13	1971-04-13
Member ID	— NULL	UHC-15710-14
SSN	— •••-••-N/A	•••-••-8516
Phone	— N/A	6908508979
Email	—	alice.ortiz24@hotmail.com
Address	—	152 Maple Ave
City / state / ZIP	— null, NULL , NULL	Seattle, WA, 98195
Group	GRP-4059	GRP-4059
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-000574Alice Ortiz0.83

Matched against CLM-431267, 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-431267Alice Ortiz1971-04-13Scored 1.00
CLMCLM-431270Alice Ortiz1971-04-13Scored 1.00
ENRENR-141059Alice Ortiz1971-04-13Scored 1.00
CLMCLM-431268Alice Ortiz1971-04-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3907bb0fc807
Escalated CLM-431269, top score 0.83, candidates MBR-000574

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 Alice OrtizMBR-000574, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-431269 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-31271
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023458
Opened: 2026-10-19 19:54:36
Top score: 0.83