Steward case

CASE-000879

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

OpenCheckpointckpt-run-mvfoap9e-18035workflow paused, state held

Side-by-side comparison

Incoming CLM-405047 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-405047incoming	#1MBR-015012Paul Garza 0.833 rec. Best evidence: NameDate of birth
Name	Paul U Garza	Paul U Garza
Date of birth	1981-06-15	1981-06-15
Member ID	— N/A	UHC-77971-56
SSN	—	•••-••-4166
Phone	— null	—
Email	— UNKNOWN	paul.garza@outlook.com
Address	— -	1297 Central Ave
City / state / ZIP	— , null	San Antonio, TX, 78286
Group	— null	GRP-5099
Plan	SELECT-EPO	SELECT-EPO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-015012Paul Garza0.83

Matched against TPA-52202, 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-52202Paul Garza1981-06-15Rule 0.97
CLMCLM-405046Paul Garza1981-06-15Rule 0.99
ENRENR-106641Paul Garza1981-06-15Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39942306d07a
Escalated CLM-405047, top score 0.83, candidates MBR-015012

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 Paul GarzaMBR-015012, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-405047 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-18035
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015062
Opened: 2026-10-19 19:54:36
Top score: 0.83