Steward case

CASE-000487

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

OpenCheckpointckpt-run-mvjj6udb-59704workflow paused, state held

Side-by-side comparison

Incoming CLM-424779 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424779incoming	#1MBR-020835Raymond Valdez 0.832 rec. Best evidence: NameDate of birth
Name	Raymond Valdez	Raymond Valdez
Date of birth	2006-08-24	2006-08-24
Member ID	— UNKNOWN	UHC-28229-93
SSN	— •••-••-UNKNOWN	•••-••-1245
Phone	— -	7386494036
Email	—	raymond.valdez40@hotmail.com
Address	— UNKNOWN	816 Palm Dr
City / state / ZIP	— NULL	Orlando, FL, 32892
Group	GRP-7419	GRP-7419
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-020835Raymond Valdez0.83

Matched against PRV-27278, 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

PRVPRV-27278Raymond Valdez2006-08-24Rule 0.99
ENRENR-132361Raymond Valdez2006-08-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5512ddaa70b2
Escalated CLM-424779, top score 0.83, candidates MBR-020835

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 Raymond ValdezMBR-020835, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424779 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-mvjj6udb-59704
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036096
Opened: 2026-10-22 12:43:43
Top score: 0.83