Steward case

CASE-001380

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

OpenCheckpointckpt-run-mvfoap9e-92478workflow paused, state held

Side-by-side comparison

Incoming CLM-400794 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400794incoming	#1MBR-004945Brittany Estrada 0.831 rec. Best evidence: NameDate of birth	#2MBR-039265Brittany Estrada 0.831 rec. Best evidence: NameDate of birth	#3MBR-039266Brittany Estrada 0.831 rec. Best evidence: NameDate of birth
Name	Brittany X Estrada	Brittany X Estrada	Brittany Estrada	Brittany Estrada
Date of birth	1967-02-12 02/12/67	1967-02-12	1967-02-12	1967-02-12
Member ID	— N/A	—	—	—
SSN	•••-••-1456 •••-••-*--1456	—	—	—
Phone	4737247689 14737247689	—	—	—
Email	— null	brittany.estrada74@aol.com	—	—
Address	—	908 Forest Ave	—	—
City / state / ZIP	— NULL, null	Tucson, AZ, 85701	—	—
Group	GRP-3927	GRP-3927	GRP-3927	GRP-3927
Plan	— -	OPTIONS-PPO	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	TPA ×11 record	CLM ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-004945Brittany Estrada0.83

Matched against TPA-50370, 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-50370Brittany Estrada1967-02-12Single record 1.00

▶#2MBR-039265Brittany Estrada0.83

Matched against CLM-400797, 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-400797Brittany Estrada1967-02-12Single record 1.00

▶#3MBR-039266Brittany Estrada0.83

Matched against CLM-400798, 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-400798Brittany Estrada1967-02-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39542a97f523
Escalated CLM-400794, top score 0.83, candidates MBR-004945, MBR-039265, MBR-039266, MBR-044405

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 Brittany EstradaMBR-004945, score 0.83, 1 recordLinkLink to Brittany EstradaMBR-039265, score 0.83, 1 recordLinkLink to Brittany EstradaMBR-039266, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400794 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-92478
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045277
Opened: 2026-10-19 19:54:36
Top score: 0.83