Steward case

CASE-000307

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

OpenCheckpointckpt-run-mvfoap9e-62726workflow paused, state held

Side-by-side comparison

Incoming CLM-430948 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430948incoming	#1MBR-000877Eric Flores 0.831 rec. Best evidence: NameDate of birth
Name	Eric K Flores	Eric K Flores
Date of birth	1962-10-19	1962-10-19
Member ID	UHC-95939-27	—
SSN	— •••-••--	•••-••-1212
Phone	— UNKNOWN	4509388794
Email	— -	eric.flores@icloud.com
Address	— N/A	3873 Indian School Rd
City / state / ZIP	— , -, NULL	Seattle, WA
Group	GRP-4227	GRP-4227
Plan	—	CHOICE-PLUS-PPO
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-000877Eric Flores0.83

Matched against ENR-140647, 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-140647Eric Flores1962-10-19Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a45fd882d6
Escalated CLM-430948, top score 0.83, candidates MBR-000877

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 Eric FloresMBR-000877, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430948 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-62726
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037139
Opened: 2026-10-19 19:54:36
Top score: 0.83