Steward case

CASE-000248

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

OpenCheckpointckpt-run-mvfoap9e-51041workflow paused, state held

Side-by-side comparison

Incoming ENR-114678 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-114678incoming	#1MBR-012253Gabriel Ortega 0.831 rec. Best evidence: NameDate of birth
Name	Gabriel K Ortega	Gabriel Ortega
Date of birth	1956-10-12	1956-10-12
Member ID	UHC-41006-25	—
SSN	•••-••-8620	—
Phone	— 5690640	—
Email	gabriel.ortega@aol.com	—
Address	9315 Washington St 9315 Washington Street	—
City / state / ZIP	Jacksonville, FL, 32292	—
Group	GRP-7846	GRP-7846
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-012253Gabriel Ortega0.83

Matched against CLM-411164, 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-411164Gabriel Ortega1956-10-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39082ddebe8d
Escalated ENR-114678, top score 0.83, candidates MBR-012253

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 Gabriel OrtegaMBR-012253, score 0.83, 1 recordLinkConfirm as a distinct identityENR-114678 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-51041
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032853
Opened: 2026-10-19 19:54:36
Top score: 0.83