Steward case

CASE-000878

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

OpenCheckpointckpt-run-mvfoap9e-60407workflow paused, state held

Side-by-side comparison

Incoming CLM-407173 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407173incoming	#1MBR-003242Christina Garza 0.833 rec. Best evidence: NameDate of birth
Name	Christina Garza	Christina Garza
Date of birth	1981-02-15	1981-02-15
Member ID	— -	UHC-89482-73
SSN	—	•••-••-4769
Phone	—	2033280584
Email	—	christina.garza@proton.me
Address	— UNKNOWN	305 Church St
City / state / ZIP	— -	Tampa, FL
Group	GRP-8585	GRP-8585
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×2ENR ×13 records

Evidence detail

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

▶#1MBR-003242Christina Garza0.83

Matched against TPA-53139, 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-53139Christina Garza1981-02-15Rule 0.97
ENRENR-109377Christina Garza1981-02-15Rule 0.97
TPATPA-53140Christina Garza1981-02-15Scored 0.94

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394c65d22ea8
Escalated CLM-407173, top score 0.83, candidates MBR-003242

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 Christina GarzaMBR-003242, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-407173 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-60407
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036362
Opened: 2026-10-19 19:54:36
Top score: 0.83