Steward case

CASE-001109

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

OpenCheckpointckpt-run-mvfoap9e-4024workflow paused, state held

Side-by-side comparison

Incoming CLM-402542 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402542incoming	#1MBR-018511James Delgado 0.834 rec. Best evidence: Name
Name	James Delgado	James Delgado
Date of birth	— 1201-29-77	1977-12-02
Member ID	— null	UHC-33344-70
SSN	— •••-••--	•••-••-6020
Phone	—	2208398187
Email	— N/A	—
Address	— null	6511 Harbor Blvd
City / state / ZIP	— NULL, NULL, NULL	Tampa, FL, 33608
Group	GRP-6493	GRP-6493
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×1CLM ×2TPA ×14 records

Evidence detail

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

▶#1MBR-018511James Delgado0.83

Matched against CLM-402540, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-20740James Delgado1977-12-02Scored 1.00
CLMCLM-402541James Delgado1977-12-02Scored 1.00
TPATPA-51075James Dellgado1977-12-02Rule 0.97
CLMCLM-402540James DelgadoScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3938a70987bb
Escalated CLM-402542, top score 0.83, candidates MBR-018511

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 James DelgadoMBR-018511, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-402542 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-4024
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003782
Opened: 2026-10-19 19:54:36
Top score: 0.83