Steward case

CASE-000495

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

OpenCheckpointckpt-run-mvjj6udb-6797workflow paused, state held

Side-by-side comparison

Incoming CLM-411771 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411771incoming	#1MBR-009658Natalie Fernandez 0.833 rec. Best evidence: NameDate of birth
Name	Natalie Fernandez	Natalie Fernandez
Date of birth	1950-09-17	1950-09-17
Member ID	UHC-41735-10 UHC4173510	—
SSN	— •••-••-null	•••-••-5233
Phone	— -	4152030125
Email	— NULL	natalie.fernandez17@aol.com
Address	9140 Bayshore Dr 9140 Bayshore Drive	9177 Hillcrest Rd
City / state / ZIP	Nashville, TN, 37220	Houston, TX, 77033
Group	—	—
Plan	CORE-HMO	—
Sources, records	CLM1 record	CLM ×2PRV ×13 records

Evidence detail

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

▶#1MBR-009658Natalie Fernandez0.83

Matched against CLM-411772, 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-411773Natalie Fernandez1950-09-17Scored 1.00
CLMCLM-411772Natalie Fernandez1950-09-17Scored 1.00
PRVPRV-23397Natalie Fernandez1950-09-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55806bbef590
Escalated CLM-411771, top score 0.83, candidates MBR-009658

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 Natalie FernandezMBR-009658, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-411771 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-6797
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006228
Opened: 2026-10-22 12:43:43
Top score: 0.83