Steward case

CASE-000877

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

OpenCheckpointckpt-run-mvfoap9e-82496workflow paused, state held

Side-by-side comparison

Incoming CLM-419445 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419445incoming	#1MBR-002859Patricia Flores 0.832 rec. Best evidence: NameDate of birth
Name	Patricia Flores	Patricia Flores
Date of birth	1940-05-14	1940-05-14
Member ID	— NULL	UHC-06947-85
SSN	—	•••-••-5513
Phone	—	—
Email	— -	patricia.flores27@outlook.com
Address	— null	8097 Sage Ct
City / state / ZIP	— -, -	Gilbert, AZ, 85279
Group	—	GRP-9137
Plan	— -	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-002859Patricia Flores0.83

Matched against ENR-125603, 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

ENRENR-125603Patricia Flores1940-05-14Rule 0.99
ENRENR-125602Patricia Flores1940-05-14Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392d7008783d
Escalated CLM-419445, top score 0.83, candidates MBR-002859

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 Patricia FloresMBR-002859, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-419445 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-82496
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042941
Opened: 2026-10-19 19:54:36
Top score: 0.83