Steward case

CASE-001232

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

OpenCheckpointckpt-run-mvfoap9e-74891workflow paused, state held

Side-by-side comparison

Incoming CLM-426441 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426441incoming	#1MBR-039399Ryan Santos 0.832 rec. Best evidence: NameDate of birth
Name	Ryan Santos Santos, Ryan	Ryan Santos
Date of birth	1943-02-27 02/27/43	1943-02-27
Member ID	UHC-94423-25	—
SSN	— •••-••--	—
Phone	— N/A	8458739031
Email	ryan.santos85@outlook.com	—
Address	— UNKNOWN	6112 Sunset Blvd
City / state / ZIP	— N/A , N/A	Glendale, AZ, 85366
Group	GRP-4233	GRP-4233
Plan	— UNKNOWN	CORE-HMO
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-039399Ryan Santos0.83

Matched against CLM-426442, 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

CLMCLM-426442Ryan Santos1943-02-27Scored 1.00
CLMCLM-426440Ryan Santos1943-02-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39771541bfbe
Escalated CLM-426441, top score 0.83, candidates MBR-039399

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 Ryan SantosMBR-039399, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-426441 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-74891
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040951
Opened: 2026-10-19 19:54:36
Top score: 0.83