Steward case

CASE-000850

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

OpenCheckpointckpt-run-mvjj6udb-19670workflow paused, state held

Side-by-side comparison

Incoming CLM-432331 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432331incoming	#1MBR-015931Brittany Torres 0.833 rec. Best evidence: NameDate of birth
Name	Brittany Torres	Brittany H Torres
Date of birth	1969-12-15 19691215	1969-12-15
Member ID	— -	UHC-61986-06
SSN	—	•••-••-8509
Phone	— null	8079437606
Email	— N/A	—
Address	— null	716 Broadway
City / state / ZIP	— NULL, -	Plano, TX, 75014
Group	GRP-8109	GRP-8109
Plan	— null	SELECT-EPO
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-015931Brittany Torres0.83

Matched against TPA-64269, 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-64269Brittany Torres1969-12-15Scored 1.00
ENRENR-142453Brittany Torres1969-12-15Rule 0.99
CLMCLM-432332Brittany Torres1969-12-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b37241eb09
Escalated CLM-432331, top score 0.83, candidates MBR-015931

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 Brittany TorresMBR-015931, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-432331 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-19670
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-016197
Opened: 2026-10-22 12:43:43
Top score: 0.83