Steward case

CASE-001545

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

OpenCheckpointckpt-run-mvfoap9e-30219workflow paused, state held

Side-by-side comparison

Incoming CLM-400518 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-400518incoming	#1MBR-011393Evelyn Rodriguez 0.833 rec. Best evidence: NameDate of birth	#2MBR-032282Evelyn Rodriguez 0.831 rec. Best evidence: NameDate of birth
Name	Evelyn Rodriguez	Evelyn U Rodriguez	Evelyn Rodriguez
Date of birth	1946-12-04	1946-12-04	1946-12-04
Member ID	— UNKNOWN	UHC-93535-65	—
SSN	—	•••-••-5517	—
Phone	— 6511326	9156511326	—
Email	—	—	—
Address	— null	44 Palm Dr	3046 Spring St
City / state / ZIP	— null, N/A, N/A	Austin, TX, 78767	Nashville, TN, 37258
Group	GRP-2226	GRP-2226	—
Plan	CORE-HMO	CORE-HMO	—
Sources, records	CLM1 record	ENR ×1PRV ×1CLM ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-011393Evelyn Rodriguez0.83

Matched against ENR-100708, 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

ENRENR-100708Evelyn Rodriguez1946-12-04Rule 0.99
PRVPRV-20153Evelyn Rodriguez1946-12-04Rule 0.99
CLMCLM-400517Evelyn Rodriguz1946-12-04Rule 0.99

▶#2MBR-032282Evelyn Rodriguez0.83

Matched against TPA-50224, 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

TPATPA-50224Evelyn Rodriguez1946-12-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39588b3ee5eb
Escalated CLM-400518, top score 0.83, candidates MBR-011393, MBR-032282

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 Evelyn RodriguezMBR-011393, score 0.83, 3 recordsLinkLink to Evelyn RodriguezMBR-032282, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-400518 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-30219
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022877
Opened: 2026-10-19 19:54:36
Top score: 0.83