Steward case

CASE-001444

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

OpenCheckpointckpt-run-mvfoap9e-90196workflow paused, state held

Side-by-side comparison

Incoming CLM-417311 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417311incoming	#1MBR-031790Dorothy Diaz 0.831 rec. Best evidence: NameDate of birth
Name	Dot U Diaz DOT U. DIAZ	Dorothy U Diaz
Date of birth	1979-02-20 02/20/79	1979-02-20
Member ID	UHC-81135-23	—
SSN	— •••-••-NULL	•••-••-7399
Phone	—	—
Email	dorothy.diaz@hotmail.com	—
Address	— NULL	8960 Willow Ct
City / state / ZIP	— -, null	Austin, TX, 78767
Group	GRP-4546	—
Plan	SELECT-EPO	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-031790Dorothy Diaz0.83

Matched against PRV-25127, 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

PRVPRV-25127Dorothy Diaz1979-02-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39afd2dbe628
Escalated CLM-417311, top score 0.83, candidates MBR-031790

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 Dorothy DiazMBR-031790, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-417311 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-90196
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044743
Opened: 2026-10-19 19:54:36
Top score: 0.83