Steward case

CASE-000493

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

OpenCheckpointckpt-run-mvjj6udb-67942workflow paused, state held

Side-by-side comparison

Incoming CLM-404745 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404745incoming	#1MBR-039978Camila Perez 0.831 rec. Best evidence: NameDate of birth
Name	Camila Perez	Camila Perez
Date of birth	1965-07-28 28-07-1965	1965-07-28
Member ID	UHC-96510-95	—
SSN	— •••-••-NULL	•••-••-1230
Phone	4872784926 14872784926	—
Email	—	—
Address	— null	3706 Jefferson Ave
City / state / ZIP	— -, UNKNOWN	San Antonio, TX, 78253
Group	— NULL	—
Plan	— null	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-039978Camila Perez0.83

Matched against TPA-52075, 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

TPATPA-52075Camila Perez1965-07-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552b57f5f8ca
Escalated CLM-404745, top score 0.83, candidates MBR-039978

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 Camila PerezMBR-039978, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-404745 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-67942
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038885
Opened: 2026-10-22 12:43:43
Top score: 0.83