Steward case

CASE-001009

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

OpenCheckpointckpt-run-mvjj6udb-8157workflow paused, state held

Side-by-side comparison

Incoming CLM-424178 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424178incoming	#1MBR-008712Joe Reyes 0.833 rec. Best evidence: NameDate of birth	#2MBR-018376Sandra Reyes 0.643 rec. Best evidence: none ≥ 0.90	#3MBR-008243Jacob Rose 0.633 rec. Best evidence: none ≥ 0.90
Name	Joe Reyes	Joe E Reyes	Sandra N Reyes	Jacob Rose
Date of birth	1982-01-09	1982-01-09	1982-05-09	1989-01-02
Member ID	—	UHC-06849-83	UHC-36461-68	UHC-83239-78
SSN	— •••-••-NULL	•••-••-9089	•••-••-3099	•••-••-8175
Phone	— UNKNOWN	7764279864	—	4309787580
Email	—	joe.reyes@icloud.com	sandra.reyes@aol.com	jacob.rose@gmail.com
Address	— NULL	1612 Church St	2116 Ocean Ave	933 Jefferson Ave
City / state / ZIP	— -, N/A	Dallas, TX, 75219	Las Vegas, NV, 89111	Houston, TX, 77057
Group	GRP-5790	GRP-5790	GRP-4425	GRP-7561
Plan	OPTIONS-PPO	OPTIONS-PPO	OPTIONS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records	ENR ×1CLM ×23 records	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-008712Joe Reyes0.83

Matched against ENR-131609, 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-131609Joe Reyes1982-01-09Scored 1.00
CLMCLM-424179Joe Reyes1982-01-09Scored 1.00
TPATPA-60644Joe Reyes1982-01-09Scored 1.00

▶#2MBR-018376Sandra Reyes0.64

Matched against ENR-126791, 2 fields compared, weighted score 0.639

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-126791Sandra Reyes1982-05-09Scored 1.00
CLMCLM-420377Sandra Reyes1982-05-09Scored 1.00
CLMCLM-420378Sandra Reyes1982-05-09Scored 1.00

▶#3MBR-008243Jacob Rose0.63

Matched against CLM-430796, 2 fields compared, weighted score 0.625

Field	Similarity	Weight	Share	Note
Name	0.65	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

CLMCLM-430796Jacob Rose1989-01-02Rule 0.99
ENRENR-140468Jacob Rose1989-01-02Scored 1.00
TPATPA-63613Jacob Rose1989-01-02Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5521b8fddc3c
Escalated CLM-424178, top score 0.83, candidates MBR-008712, MBR-018376, MBR-008243

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 Joe ReyesMBR-008712, score 0.83, 3 recordsLinkLink to Sandra ReyesMBR-018376, score 0.64, 3 recordsLinkLink to Jacob RoseMBR-008243, score 0.63, 3 recordsLinkConfirm as a distinct identityCLM-424178 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-8157
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007373
Opened: 2026-10-22 12:43:43
Top score: 0.83