Steward case

CASE-001557

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

OpenCheckpointckpt-run-mvfoap9e-97177workflow paused, state held

Side-by-side comparison

Incoming CLM-409185 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409185incoming	#1MBR-045986Bryan Ortiz 0.831 rec. Best evidence: NameDate of birth	#2MBR-017905Bryan Ortiz 0.751 rec. Best evidence: NameDate of birth
Name	Bryan K Ortiz	Bryan K Ortiz	Bryan Ortiz
Date of birth	1965-07-06 Jul 6, 1965	1965-07-06	1965-07-06
Member ID	UHC-46023-57	—	—
SSN	— •••-••-UNKNOWN	•••-••-3418	—
Phone	— -	—	—
Email	—	—	—
Address	4415 Canyon Rd 4415 Canyon Road	—	3376 Market St
City / state / ZIP	Las Vegas, NV, 89163	—	Chandler, AZ, 85230
Group	GRP-3597	—	—
Plan	—	—	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-045986Bryan Ortiz0.83

Matched against CLM-409184, 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-409184Bryan Ortiz1965-07-06Single record 1.00

▶#2MBR-017905Bryan Ortiz0.75

Matched against TPA-54001, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-54001Bryan Ortiz1965-07-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394533b1e4cd
Escalated CLM-409185, top score 0.83, candidates MBR-045986, MBR-017905

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 Bryan OrtizMBR-045986, score 0.83, 1 recordLinkLink to Bryan OrtizMBR-017905, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-409185 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-97177
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046294
Opened: 2026-10-19 19:54:36
Top score: 0.83