Steward case

CASE-000230

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

OpenCheckpointckpt-run-mvfoap9e-8736workflow paused, state held

Side-by-side comparison

Incoming CLM-428068 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428068incoming	#1MBR-036660Stephen Rios 0.831 rec. Best evidence: NameDate of birth
Name	Stephen X Rios Stephen X. Rios	Stephen X Rios
Date of birth	1965-11-22	1965-11-22
Member ID	— NULL	UHC-56771-75
SSN	•••-••-7302	—
Phone	—	7603756452
Email	— -	stephen.rios@aol.com
Address	1021 Ocean Ave 1021 Ocean Avenue	—
City / state / ZIP	Charlotte, NC, 28272	—
Group	GRP-2115	GRP-2115
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-036660Stephen Rios0.83

Matched against ENR-136800, 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

ENRENR-136800Stephen Rios1965-11-22Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39fc8b5690f5
Escalated CLM-428068, top score 0.83, candidates MBR-036660

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 Stephen RiosMBR-036660, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-428068 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-8736
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007860
Opened: 2026-10-19 19:54:36
Top score: 0.83