Steward case

CASE-000276

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

OpenCheckpointckpt-run-mvfoap9e-12812workflow paused, state held

Side-by-side comparison

Incoming CLM-429307 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429307incoming	#1MBR-032265Alan Contreras 0.834 rec. Best evidence: NameDate of birth
Name	Alan Contreras	Alan Contreras
Date of birth	1948-01-11 11-01-1948	1948-01-11
Member ID	— UNKNOWN	UHC-91768-91
SSN	— •••-••-null	•••-••-6089
Phone	—	5119444560
Email	—	alan.contreras69@icloud.com
Address	— null	243 Highland Ave
City / state / ZIP	— -, UNKNOWN	Dallas, TX, 75292
Group	GRP-8906	GRP-8906
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2PRV ×1ENR ×14 records

Evidence detail

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

▶#1MBR-032265Alan Contreras0.83

Matched against CLM-429308, 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-429308Alan Contreras1948-01-11Rule 0.99
PRVPRV-28602Alan Contreras1948-01-11Rule 0.99
CLMCLM-429306Alan Contreras1948-01-11Rule 0.99
ENRENR-138454Alan Contreras1948-01-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dff9403890
Escalated CLM-429307, top score 0.83, candidates MBR-032265

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 Alan ContrerasMBR-032265, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-429307 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-12812
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011160
Opened: 2026-10-19 19:54:36
Top score: 0.83