Steward case

CASE-001337

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

OpenCheckpointckpt-run-mvfoap9e-45460workflow paused, state held

Side-by-side comparison

Incoming CLM-409880 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409880incoming	#1MBR-004743Bruce Alvarez 0.831 rec. Best evidence: NameDate of birth	#2MBR-028885Bruce Alverez 0.832 rec. Best evidence: NameDate of birth
Name	Bruce Alvarez	Bruce C Alvarez	Bruce Alverez
Date of birth	1981-05-04	1981-05-04	1981-05-04
Member ID	UHC-31238-59	—	—
SSN	— •••-••-N/A	—	—
Phone	2425836681 242-583-6681	—	—
Email	—	—	—
Address	—	—	8112 Main St
City / state / ZIP	— null, NULL, N/A	—	Dallas, TX, 75291
Group	GRP-6343	—	GRP-6343
Plan	— null	—	—
Sources, records	CLM1 record	TPA ×11 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-004743Bruce Alvarez0.83

Matched against TPA-54314, 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-54314Bruce Alvarez1981-05-04Single record 1.00

▶#2MBR-028885Bruce Alverez0.83

Matched against CLM-409881, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-409881Bruce Alverez1981-05-04Scored 0.98
TPATPA-54313Bruce Alvarez1981-05-04Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393a90dd67c1
Escalated CLM-409880, top score 0.83, candidates MBR-004743, MBR-028885

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 Bruce AlvarezMBR-004743, score 0.83, 1 recordLinkLink to Bruce AlverezMBR-028885, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409880 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-45460
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030514
Opened: 2026-10-19 19:54:36
Top score: 0.83