Steward case

CASE-001482

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

OpenCheckpointckpt-run-mvjj6udb-24227workflow paused, state held

Side-by-side comparison

Incoming CLM-409843 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409843incoming	#1MBR-016476Ahmed Ortega 0.833 rec. Best evidence: NameDate of birth	#2MBR-019817Ahmed Ortega 0.831 rec. Best evidence: NameDate of birth
Name	Ahmed Ortega	Ahmed H Ortega	Ahmed H Ortega
Date of birth	1938-01-24	1938-01-24	1938-01-24
Member ID	—	UHC-80634-45	—
SSN	— •••-••-null	•••-••-6270	—
Phone	—	4853672099	—
Email	— NULL	ahmed.ortega81@gmail.com	—
Address	—	2686 Cedar Ln	—
City / state / ZIP	— UNKNOWN	Houston, TX, 77044	—
Group	GRP-7812	GRP-7812	—
Plan	— NULL	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×1PRV ×1ENR ×13 records	CLM ×11 record

Evidence detail

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

▶#1MBR-016476Ahmed Ortega0.83

Matched against CLM-409844, 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-409844Ahmed Ortega1938-01-24Rule 0.99
PRVPRV-22867Ahmed Ortega1938-01-24Rule 0.99
ENRENR-112970Ahmed Ortega1938-01-24Rule 0.99

▶#2MBR-019817Ahmed Ortega0.83

Matched against CLM-409845, 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-409845Ahmed Ortega1938-01-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5532e6901050
Escalated CLM-409843, top score 0.83, candidates MBR-016476, MBR-019817

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 Ahmed OrtegaMBR-016476, score 0.83, 3 recordsLinkLink to Ahmed OrtegaMBR-019817, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409843 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-24227
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019254
Opened: 2026-10-22 12:43:43
Top score: 0.83