Steward case

CASE-000754

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

OpenCheckpointckpt-run-mvfoap9e-51944workflow paused, state held

Side-by-side comparison

Incoming CLM-432474 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432474incoming	#1MBR-000301Juan Snyder 0.835 rec. Best evidence: NameDate of birth
Name	Juan Snyder	Juan U Snyder
Date of birth	1939-04-17	1939-04-17
Member ID	—	UHC-15581-31
SSN	•••-••-6334	•••-••-6334
Phone	—	2779678554
Email	— null	juan.snyder@gmail.com
Address	—	7663 Spring St
City / state / ZIP	— UNKNOWN	Las Vegas, NV, 89164
Group	GRP-7929	GRP-7929
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×3ENR ×25 records

Evidence detail

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

▶#1MBR-000301Juan Snyder0.83

Matched against CLM-432473, 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-432472Juan SnyderScored 0.99
CLMCLM-432473Juan Snyder1939-04-17Scored 1.00
ENRENR-142628Juan Syder1940-04-17Scored 0.99
CLMCLM-432475Juan Snyder1939-04-17Scored 1.00
ENRENR-142627Juan Snyder1939-04-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bd2eb7def3
Escalated CLM-432474, top score 0.83, candidates MBR-000301

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 Juan SnyderMBR-000301, score 0.83, 5 recordsLinkConfirm as a distinct identityCLM-432474 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-51944
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033183
Opened: 2026-10-19 19:54:36
Top score: 0.83