Steward case

CASE-000380

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

OpenCheckpointckpt-run-mvfoap9e-1141workflow paused, state held

Side-by-side comparison

Incoming CLM-418144 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418144incoming	#1MBR-032046Patrick Ortega 0.832 rec. Best evidence: NameDate of birth	#2MBR-011578Mark Ortiz 0.601 rec. Best evidence: none ≥ 0.90
Name	Pat Ortega	Patrick C Ortega	Mark M Ortiz
Date of birth	1990-09-09	1990-09-09	1990-09-03
Member ID	—	UHC-60327-76	UHC-37581-36
SSN	— •••-••-UNKNOWN	•••-••-9352	•••-••-3368
Phone	— -	8315654725	4358277855
Email	—	patrick.ortega73@aol.com	—
Address	— -	3527 Canyon Rd	607 Canyon Rd
City / state / ZIP	— -, -	Atlanta, GA, 30306	Austin, TX, 78729
Group	—	GRP-8564	GRP-7545
Plan	— N/A	CORE-HMO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1PRV ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-032046Patrick Ortega0.83

Matched against ENR-123851, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-123851Patrick Ortega1990-09-09Scored 0.99
PRVPRV-25379Patrikk Ortega1990-09-09Scored 0.99

▶#2MBR-011578Mark Ortiz0.60

Matched against ENR-115963, 2 fields compared, weighted score 0.604

Field	Similarity	Weight	Share	Note
Name	0.71	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-115963Mark Ortiz1990-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398dedee552d
Escalated CLM-418144, top score 0.83, candidates MBR-032046, MBR-011578

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 Patrick OrtegaMBR-032046, score 0.83, 2 recordsLinkLink to Mark OrtizMBR-011578, score 0.60, 1 recordLinkConfirm as a distinct identityCLM-418144 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-1141
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001099
Opened: 2026-10-19 19:54:36
Top score: 0.83