Steward case

CASE-001011

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

OpenCheckpointckpt-run-mvjj6udb-55847workflow paused, state held

Side-by-side comparison

Incoming CLM-419360 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419360incoming	#1MBR-018915Ahmed Mendez 0.831 rec. Best evidence: NameDate of birth
Name	Ahmed Mendez	Ahmed O Mendez
Date of birth	1973-10-11	1973-10-11
Member ID	— -	UHC-82391-46
SSN	— •••-••-NULL	•••-••-2040
Phone	— N/A	9519155498
Email	—	ahmed.mendez51@outlook.com
Address	— UNKNOWN	9108 Market St
City / state / ZIP	— - , null	Tucson, AZ, 85713
Group	GRP-0221	GRP-0221
Plan	CORE-HMO	CORE-HMO
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-018915Ahmed Mendez0.83

Matched against ENR-125512, 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-125512Ahmed Mendez1973-10-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5562052cd1b0
Escalated CLM-419360, top score 0.83, candidates MBR-018915

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 Ahmed MendezMBR-018915, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-419360 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-55847
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034695
Opened: 2026-10-22 12:43:43
Top score: 0.83