Steward case

CASE-000925

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

OpenCheckpointckpt-run-mvjj6udb-24625workflow paused, state held

Side-by-side comparison

Incoming CLM-425973 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425973incoming	#1MBR-042753Dorothy Salazar 0.831 rec. Best evidence: NameDate of birth
Name	Dorothy R Salazar	Dorothy R Salazar
Date of birth	1992-09-11	1992-09-11
Member ID	—	UHC-11013-30
SSN	—	•••-••-5611
Phone	—	5905830646
Email	—	—
Address	— NULL	3621 Park Pl
City / state / ZIP	— null, null	San Antonio, TX, 78258
Group	GRP-5312	GRP-5312
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-042753Dorothy Salazar0.83

Matched against ENR-133999, 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-133999Dorothy Salazar1992-09-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55dff7f6c659
Escalated CLM-425973, top score 0.83, candidates MBR-042753

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 Dorothy SalazarMBR-042753, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425973 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-24625
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019496
Opened: 2026-10-22 12:43:43
Top score: 0.83