Steward case

CASE-001362

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

OpenCheckpointckpt-run-mvjj6udb-30902workflow paused, state held

Side-by-side comparison

Incoming CLM-426480 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-426480incoming	#1MBR-004879Michael Chavez 0.831 rec. Best evidence: NameDate of birth
Name	Mike Chavez	Michael R Chavez
Date of birth	1945-04-06 06-04-1945	1945-04-06
Member ID	— null	UHC-69161-78
SSN	—	•••-••-5648
Phone	— null	7498728159
Email	—	michael.chavez32@proton.me
Address	—	2015 Spring St
City / state / ZIP	— NULL	Tucson, AZ, 85755
Group	GRP-3337	GRP-3337
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-004879Michael Chavez0.83

Matched against ENR-134736, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-134736Michael Chavez1945-04-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5528ec3e78af
Escalated CLM-426480, top score 0.83, candidates MBR-004879

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 Michael ChavezMBR-004879, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-426480 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-30902
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023250
Opened: 2026-10-22 12:43:43
Top score: 0.83