Steward case

CASE-001511

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

OpenCheckpointckpt-run-mvfoap9e-55300workflow paused, state held

Side-by-side comparison

Incoming CLM-425355 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425355incoming	#1MBR-013568Lucia Guerrero 0.831 rec. Best evidence: NameDate of birth	#2MBR-005503Lucia Guerrero 0.802 rec. Best evidence: NameEmail
Name	Lucia Guerrero	Lucia Guerrero	Lucia M Guerrero
Date of birth	2006-03-10	2006-03-10	2007-03-10
Member ID	—	—	UHC-27035-87
SSN	—	•••-••-3617	•••-••-3617
Phone	— NULL	7722482192	7722482192
Email	lucia.guerrero54@yahoo.com	—	lucia.guerrero54@yahoo.com
Address	—	4320 Maple Ave	9173 Lake View Rd
City / state / ZIP	— NULL, UNKNOWN, NULL	Sacramento, CA, 95806	Tempe, AZ, 85259
Group	GRP-4995	—	GRP-4995
Plan	— UNKNOWN	—	CHOICE-PLUS-PPO
Sources, records	CLM1 record	PRV ×11 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-013568Lucia Guerrero0.83

Matched against PRV-27471, 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

PRVPRV-27471Lucia Guerrero2006-03-10Single record 1.00

▶#2MBR-005503Lucia Guerrero0.80

Matched against CLM-425356, 3 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	1.00	3	40%
Date of birth	0.50	3	40%	one_digit
Email	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

CLMCLM-425356Lucia Guerrero2005-03-10Rule 0.96
ENRENR-133173Lucia Guerrero2007-03-10Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39371d5b8576
Escalated CLM-425355, top score 0.83, candidates MBR-013568, MBR-005503

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 Lucia GuerreroMBR-013568, score 0.83, 1 recordLinkLink to Lucia GuerreroMBR-005503, score 0.80, 2 recordsLinkConfirm as a distinct identityCLM-425355 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-55300
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034493
Opened: 2026-10-19 19:54:36
Top score: 0.83