Steward case

CASE-000422

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

OpenCheckpointckpt-run-mvfoap9e-44669workflow paused, state held

Side-by-side comparison

Incoming CLM-426653 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426653incoming	#1MBR-001278Joseph Flores 0.834 rec. Best evidence: NameDate of birth
Name	Joseph Flors	Joseph S Flores
Date of birth	1958-02-10 Feb 10, 1958	1958-02-10
Member ID	— N/A	UHC-70640-04
SSN	—	•••-••-2994
Phone	— N/A	2515019194
Email	—	—
Address	—	5047 Sage Ct
City / state / ZIP	—	Phoenix, AZ, 85044
Group	— null	GRP-3511
Plan	— NULL	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-001278Joseph Flores0.83

Matched against CLM-426651, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-426651Joseph Flores1958-02-10Rule 0.99
ENRENR-134952Joseph Flores1958-02-10Scored 1.00
CLMCLM-426652Joseph Flores1958-02-10Scored 1.00
CLMCLM-426654Joseph Flores1958-02-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394d7dc066e1
Escalated CLM-426653, top score 0.83, candidates MBR-001278

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 Joseph FloresMBR-001278, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-426653 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-44669
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030147
Opened: 2026-10-19 19:54:36
Top score: 0.83