Steward case

CASE-001507

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

OpenCheckpointckpt-run-mvfoap9e-8013workflow paused, state held

Side-by-side comparison

Incoming CLM-411480 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411480incoming	#1MBR-038830Maggie Cruz 0.834 rec. Best evidence: NameDate of birth
Name	Margaret Cruz	Maggie Cruz
Date of birth	2001-01-09	2001-01-09
Member ID	—	UHC-61807-71
SSN	— •••-••-N/A	•••-••-2616
Phone	— -	7919638151
Email	—	margaret.cruz@gmail.com
Address	— null	9104 Jefferson Ave # 302
City / state / ZIP	— N/A, NULL	Glendale, AZ, 85353
Group	GRP-7146	GRP-7146
Plan	—	SELECT-EPO
Sources, records	CLM1 record	ENR ×2CLM ×1PRV ×14 records

Evidence detail

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

▶#1MBR-038830Maggie Cruz0.83

Matched against ENR-115103, 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

ENRENR-115103Maggie Cruz2001-01-09Rule 0.99
ENRENR-115102Maggie Cruz2001-01-09Rule 0.99
CLMCLM-411479Margaret Cruz2001-01-09Rule 0.99
PRVPRV-23306Margaret Cruz2000-01-09Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3971200ca7e8
Escalated CLM-411480, top score 0.83, candidates MBR-038830

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 Maggie CruzMBR-038830, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-411480 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-8013
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007253
Opened: 2026-10-19 19:54:36
Top score: 0.83