Steward case

CASE-001496

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

OpenCheckpointckpt-run-mvjj6udb-69092workflow paused, state held

Side-by-side comparison

Incoming CLM-414405 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414405incoming	#1MBR-005451Christian Ortega 0.832 rec. Best evidence: NameDate of birth
Name	Christian D Ortega	Christian D Ortega
Date of birth	1989-10-28	1989-10-28
Member ID	— -	UHC-60388-18
SSN	— •••-••-UNKNOWN	•••-••-7825
Phone	—	3683619780
Email	— NULL	—
Address	— null	4157 Desert Sky Blvd
City / state / ZIP	— UNKNOWN ,	Tempe, AZ, 85254
Group	GRP-7093	GRP-7093
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-005451Christian Ortega0.83

Matched against PRV-24219, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-24219Christiian Ortega1989-10-28Rule 0.99
ENRENR-118962Christian Ortega1989-10-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55842125dbe2
Escalated CLM-414405, top score 0.83, candidates MBR-005451

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 Christian OrtegaMBR-005451, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414405 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-69092
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039245
Opened: 2026-10-22 12:43:43
Top score: 0.83