Steward case

CASE-001164

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

OpenCheckpointckpt-run-mvjj6udb-4216workflow paused, state held

Side-by-side comparison

Incoming CLM-404303 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404303incoming	#1MBR-037773Jason Delgado 0.831 rec. Best evidence: NameDate of birth	#2MBR-038111Sharon Delgado 0.701 rec. Best evidence: none ≥ 0.90
Name	Jason Y Delgado jason Y. delgado	Jason Delgado	Sharon Delgado
Date of birth	1975-09-08	1975-09-08	1975-02-08
Member ID	— -	—	UHC-31403-73
SSN	— •••-••-UNKNOWN	•••-••-2453	•••-••-5064
Phone	— null	—	2533058218
Email	— NULL	jason.delgado75@yahoo.com	sharon.delgado87@icloud.com
Address	— UNKNOWN	4130 Meadow Ln	4112 Palm Dr
City / state / ZIP	— null, -, null	Minneapolis, MN, 55460	Miami, FL, 33179
Group	— UNKNOWN	GRP-8302	GRP-1135
Plan	SELECT-EPO	SELECT-EPO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-037773Jason Delgado0.83

Matched against TPA-51872, 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-51872Jason Delgado1975-09-08Single record 1.00

▶#2MBR-038111Sharon Delgado0.70

Matched against ENR-125903, 2 fields compared, weighted score 0.698

Field	Similarity	Weight	Share	Note
Name	0.90	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-125903Sharon Delgado1975-02-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5569a1b2dad2
Escalated CLM-404303, top score 0.83, candidates MBR-037773, MBR-038111

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 Jason DelgadoMBR-037773, score 0.83, 1 recordLinkLink to Sharon DelgadoMBR-038111, score 0.70, 1 recordLinkConfirm as a distinct identityCLM-404303 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-4216
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003950
Opened: 2026-10-22 12:43:43
Top score: 0.83