Steward case

CASE-001329

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

OpenCheckpointckpt-run-mvfoap9e-81384workflow paused, state held

Side-by-side comparison

Incoming CLM-422461 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422461incoming	#1MBR-039102Charles Medina 0.833 rec. Best evidence: NameDate of birth
Name	Charles Medina	Charles Q Medina
Date of birth	1965-05-16 5/16/1965	1965-05-16
Member ID	— UNKNOWN	UHC-94822-28
SSN	—	•••-••-0872
Phone	— N/A	6287550851
Email	— UNKNOWN	—
Address	— UNKNOWN	8165 Sunset Blvd # 325
City / state / ZIP	—	Houston, TX, 77091
Group	GRP-3071	GRP-3071
Plan	— -	SELECT-EPO
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-039102Charles Medina0.83

Matched against ENR-129433, 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

ENRENR-129433Charles Medina1965-05-16Rule 0.99
CLMCLM-422460Charles Medina1965-05-16Scored 1.00
TPATPA-59863Charles Medina1965-05-16Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399f0c740f67
Escalated CLM-422461, top score 0.83, candidates MBR-039102

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 Charles MedinaMBR-039102, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-422461 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-81384
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042648
Opened: 2026-10-19 19:54:36
Top score: 0.83