Steward case

CASE-001149

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

OpenCheckpointckpt-run-mvfoap9e-42739workflow paused, state held

Side-by-side comparison

Incoming CLM-414789 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414789incoming	#1MBR-015156Olivia Ruiz 0.833 rec. Best evidence: NameDate of birth
Name	Olivia Ruiz	Olivia Ruiz
Date of birth	1961-01-18	1961-01-18
Member ID	—	UHC-84232-34
SSN	— •••-••-null	•••-••-7921
Phone	— N/A	7194439614
Email	—	olivia.ruiz7@hotmail.com
Address	—	9419 Apache Blvd
City / state / ZIP	— UNKNOWN, NULL,	Austin, TX, 78793
Group	— UNKNOWN	GRP-8947
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×23 records

Evidence detail

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

▶#1MBR-015156Olivia Ruiz0.83

Matched against TPA-56511, 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

TPATPA-56511Olivia Ruiz1961-01-18Scored 0.93
ENRENR-119448Olivia Ruuiz1961-01-18Rule 0.99
ENRENR-119449Olivia Ruiz1961-01-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dc3bacddd8
Escalated CLM-414789, top score 0.83, candidates MBR-015156

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 Olivia RuizMBR-015156, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-414789 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-42739
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029271
Opened: 2026-10-19 19:54:36
Top score: 0.83