Steward case

CASE-001397

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

OpenCheckpointckpt-run-mvfoap9e-84645workflow paused, state held

Side-by-side comparison

Incoming CLM-427395 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-427395incoming	#1MBR-027239Justin Ruiz 0.831 rec. Best evidence: NameDate of birth	#2MBR-046197Justin Ruiz 0.721 rec. Best evidence: NameAddress
Name	Justin Ruiz	Justin Ruiz	Justin Ruiz
Date of birth	1979-04-22	1979-04-22	1980-04-22
Member ID	— UNKNOWN	—	—
SSN	— •••-••--	•••-••-8194	—
Phone	— NULL	—	2867171441
Email	— -	—	—
Address	6445 Jefferson Ave Apt 32 6445 JEFFERSON AVENUE Apt 32	—	6445 Jefferson Ave
City / state / ZIP	Austin, TX, 78715	—	Austin, TX, 78715
Group	GRP-5991	—	GRP-5991
Plan	— N/A	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-027239Justin Ruiz0.83

Matched against CLM-427396, 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-427396Justin Ruiz1979-04-22Single record 1.00

▶#2MBR-046197Justin Ruiz0.72

Matched against TPA-62101, 3 fields compared, weighted score 0.719

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.25	3	38%	month_day
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-62101Justin Ruiz1980-04-22Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398551c613ac
Escalated CLM-427395, top score 0.83, candidates MBR-027239, MBR-046197

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 Justin RuizMBR-027239, score 0.83, 1 recordLinkLink to Justin RuizMBR-046197, score 0.72, 1 recordLinkConfirm as a distinct identityCLM-427395 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-84645
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043474
Opened: 2026-10-19 19:54:36
Top score: 0.83