Steward case

CASE-000927

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

OpenCheckpointckpt-run-mvfoap9e-74835workflow paused, state held

Side-by-side comparison

Incoming CLM-401071 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401071incoming	#1MBR-012329Eric Jimenez 0.833 rec. Best evidence: NameDate of birth
Name	Eric Jimenez	Eric W Jimenez
Date of birth	1953-12-02 Dec 2, 1953	1953-12-02
Member ID	— null	UHC-94818-41
SSN	—	•••-••-6503
Phone	— -	8338855143
Email	— null	eric.jimenez8@outlook.com
Address	— UNKNOWN	3062 Meadow Ln
City / state / ZIP	— UNKNOWN, N/A, N/A	Chandler, AZ, 85250
Group	—	GRP-8377
Plan	—	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-012329Eric Jimenez0.83

Matched against ENR-101390, 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-101390Eric Jimenez1953-12-02Scored 1.00
CLMCLM-401070Eric JimenezScored 1.00
ENRENR-101391Eric Jimenez1953-12-02Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cf7caac3b5
Escalated CLM-401071, top score 0.83, candidates MBR-012329

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 Eric JimenezMBR-012329, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-401071 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-74835
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040942
Opened: 2026-10-19 19:54:36
Top score: 0.83