Steward case

CASE-001340

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

OpenCheckpointckpt-run-mvjj6udb-11442workflow paused, state held

Side-by-side comparison

Incoming CLM-416807 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416807incoming	#1MBR-004760Janet Cruz 0.834 rec. Best evidence: NameDate of birth
Name	Janet Cruz	Janet I Cruz
Date of birth	1955-06-17	1955-06-17
Member ID	— N/A	UHC-94131-80
SSN	— •••-••--	•••-••-4598
Phone	— UNKNOWN	7995542291
Email	—	janet.cruz17@gmail.com
Address	—	6842 Oak St
City / state / ZIP	— , N/A	Chandler, AZ, 85244
Group	— null	GRP-1879
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2ENR ×1TPA ×14 records

Evidence detail

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

▶#1MBR-004760Janet Cruz0.83

Matched against CLM-416809, 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-416809Janet Cruz1955-06-17Scored 1.00
ENRENR-122067Janet CruzScored 1.00
CLMCLM-416808Janet Cruz1955-06-17Scored 1.00
TPATPA-57408Janet CruzScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55651e22d7e9
Escalated CLM-416807, top score 0.83, candidates MBR-004760

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 Janet CruzMBR-004760, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-416807 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-mvjj6udb-11442
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010072
Opened: 2026-10-22 12:43:43
Top score: 0.83