Steward case

CASE-000389

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

OpenCheckpointckpt-run-mvfoap9e-76457workflow paused, state held

Side-by-side comparison

Incoming CLM-401671 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401671incoming	#1MBR-030494Nicole Rivera 0.831 rec. Best evidence: NameDate of birth
Name	Nicole Rivera	Nicole Rivera
Date of birth	1941-03-21 21-03-1941	1941-03-21
Member ID	UHC-02205-42	—
SSN	— •••-••--	•••-••-4793
Phone	—	3182608586
Email	— UNKNOWN	—
Address	— N/A	7907 Baseline Rd
City / state / ZIP	— NULL, UNKNOWN, -	Scottsdale, AZ, 85203
Group	GRP-3033	—
Plan	— null	—
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-030494Nicole Rivera0.83

Matched against CLM-401672, 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-401672Nicole Rivera1941-03-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398b5921955e
Escalated CLM-401671, top score 0.83, candidates MBR-030494

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 Nicole RiveraMBR-030494, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401671 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-76457
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041377
Opened: 2026-10-19 19:54:36
Top score: 0.83