Steward case

CASE-000558

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

OpenCheckpointckpt-run-mvjj6udb-1779workflow paused, state held

Side-by-side comparison

Incoming CLM-401405 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401405incoming	#1MBR-004541Fatima Ramos 0.831 rec. Best evidence: NameDate of birth
Name	Fetima Ramos	Fatima K Ramos
Date of birth	2001-02-12	2001-02-12
Member ID	— UNKNOWN	UHC-91608-71
SSN	— •••-••-NULL	•••-••-1217
Phone	—	7762664557
Email	— N/A	fatima.ramos12@icloud.com
Address	— UNKNOWN	6517 Central Ave
City / state / ZIP	— NULL, -, null	Plano, TX
Group	—	GRP-4721
Plan	— N/A	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-004541Fatima Ramos0.83

Matched against ENR-101790, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-101790Fatima Ramos2001-02-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ddd3d1c3f3
Escalated CLM-401405, top score 0.83, candidates MBR-004541

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 Fatima RamosMBR-004541, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401405 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-1779
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001711
Opened: 2026-10-22 12:43:43
Top score: 0.83