Steward case

CASE-001210

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

OpenCheckpointckpt-run-mvfoap9e-58699workflow paused, state held

Side-by-side comparison

Incoming CLM-412978 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412978incoming	#1MBR-018249Ruth Vazquez 0.834 rec. Best evidence: NameDate of birth	#2MBR-004116Jack Vazquez 0.654 rec. Best evidence: none ≥ 0.90
Name	Ruth Vazquez	Ruth Vazquez	Jack X Vazquez
Date of birth	2006-09-08	2006-09-08	2006-09-18
Member ID	—	UHC-11615-56	UHC-72930-75
SSN	— •••-••-UNKNOWN	—	•••-••-4923
Phone	—	2439617794	7237437229
Email	— -	ruth.vazquez2@hotmail.com	jack.vazquez@hotmail.com
Address	—	1207 Lincoln Way	7549 Broadway
City / state / ZIP	—	Charlotte, NC, 28244	San Antonio, TX, 78282
Group	GRP-4819	GRP-4819	GRP-2673
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	MEDICARE-ADV-B
Sources, records	CLM1 record	PRV ×1CLM ×2ENR ×14 records	TPA ×1ENR ×2CLM ×14 records

Evidence detail

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

▶#1MBR-018249Ruth Vazquez0.83

Matched against PRV-23761, 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

PRVPRV-23761Ruth Vazquez2006-09-08Scored 1.00
CLMCLM-412979Ruth Vazquez2006-09-08Scored 1.00
ENRENR-117047Ruth Vazquez2006-09-08Scored 1.00
CLMCLM-412977Ruth Vazquez2006-09-08Rule 0.99

▶#2MBR-004116Jack Vazquez0.65

Matched against TPA-58608, 2 fields compared, weighted score 0.650

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-58608Jack Vazquez2006-09-18Scored 0.94
ENRENR-125719Jack Vazquez2006-09-18Scored 1.00
CLMCLM-419532Jack Vazquez2006-09-18Scored 1.00
ENRENR-125720Jack Vazquez2006-09-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f3c3249696
Escalated CLM-412978, top score 0.83, candidates MBR-018249, MBR-004116

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 Ruth VazquezMBR-018249, score 0.83, 4 recordsLinkLink to Jack VazquezMBR-004116, score 0.65, 4 recordsLinkConfirm as a distinct identityCLM-412978 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-58699
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035760
Opened: 2026-10-19 19:54:36
Top score: 0.83