Steward case

CASE-000278

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

OpenCheckpointckpt-run-mvfoap9e-79505workflow paused, state held

Side-by-side comparison

Incoming CLM-408755 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408755incoming	#1MBR-002601Ethan Ramos 0.832 rec. Best evidence: NameDate of birth
Name	Ethan O Ramos ETHAN O. RAMOS	Ethan O Ramos
Date of birth	2005-04-01	2005-04-01
Member ID	— UNKNOWN	UHC-96236-46
SSN	•••-••-4498	—
Phone	— UNKNOWN	4943074464
Email	—	ethan.ramos12@hotmail.com
Address	—	7771 Spring St
City / state / ZIP	— -	Tampa, FL, 33654
Group	GRP-2173	GRP-2173
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×12 records

Evidence detail

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

▶#1MBR-002601Ethan Ramos0.83

Matched against ENR-111543, 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-111543Ethan Ramos2005-04-01Scored 0.94
PRVPRV-22597Ethan Ramos2005-04-01Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3968efcd42fb
Escalated CLM-408755, top score 0.83, candidates MBR-002601

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 Ethan RamosMBR-002601, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-408755 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-79505
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042162
Opened: 2026-10-19 19:54:36
Top score: 0.83