Steward case

CASE-001323

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

OpenCheckpointckpt-run-mvfoap9e-85341workflow paused, state held

Side-by-side comparison

Incoming CLM-431027 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431027incoming	#1MBR-027429Daniel Mejia 0.833 rec. Best evidence: NameDate of birth
Name	Danel W Mejia Danel W. Mejia	Daniel W Mejia
Date of birth	1965-07-17	1965-07-17
Member ID	— -	UHC-18153-42
SSN	—	•••-••-1926
Phone	— NULL	8766420344
Email	— NULL	daniel.mejia@gmail.com
Address	— N/A	7763 Ocean Ave # 518
City / state / ZIP	— , N/A, -	Columbus, OH, 43222
Group	GRP-7512	GRP-7512
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	PRV ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-027429Daniel Mejia0.83

Matched against PRV-29070, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-29070Daniel Mejia1965-07-17Scored 0.99
ENRENR-140752Daniel Mejia1965-07-17Rule 0.99
TPATPA-63710Deniel Mejia1965-07-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3907349c9d7b
Escalated CLM-431027, top score 0.83, candidates MBR-027429

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 Daniel MejiaMBR-027429, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-431027 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-85341
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043643
Opened: 2026-10-19 19:54:36
Top score: 0.83