Steward case

CASE-001065

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

OpenCheckpointckpt-run-mvfoap9e-15141workflow paused, state held

Side-by-side comparison

Incoming CLM-426731 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426731incoming	#1MBR-003646Amber Lopez 0.832 rec. Best evidence: NameDate of birth
Name	Abmer D Lopez	Amber Lopez
Date of birth	1974-05-12	1974-05-12
Member ID	— -	UHC-73217-02
SSN	— •••-••--	•••-••-8233
Phone	— NULL	4304443215
Email	— NULL	—
Address	—	2315 Meadow Ln
City / state / ZIP	— null	Columbus, OH
Group	— N/A	GRP-1096
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-003646Amber Lopez0.83

Matched against CLM-426732, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-426732Amber Lopez1974-05-12Rule 0.99
CLMCLM-426733Amber Lopez1974-05-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398a7484b827
Escalated CLM-426731, top score 0.83, candidates MBR-003646

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 Amber LopezMBR-003646, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426731 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-15141
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012945
Opened: 2026-10-19 19:54:36
Top score: 0.83