Steward case

CASE-001559

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

OpenCheckpointckpt-run-mvjj6udb-34004workflow paused, state held

Side-by-side comparison

Incoming CLM-417266 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417266incoming	#1MBR-005766Andrew Jimenez 0.833 rec. Best evidence: NameDate of birth
Name	Andrew Jimenez	Andrew Jimenez
Date of birth	1966-02-28 19660228	1966-02-28
Member ID	— UNKNOWN	UHC-47325-45
SSN	—	•••-••-5192
Phone	— -	5798790779
Email	—	andrew.jimenez5@icloud.com
Address	—	3408 Spring St
City / state / ZIP	— NULL	Dallas, TX, 75209
Group	— N/A	GRP-4379
Plan	— null	MEDICARE-ADV-B
Sources, records	CLM1 record	PRV ×1TPA ×1ENR ×13 records

Evidence detail

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

▶#1MBR-005766Andrew Jimenez0.83

Matched against PRV-25115, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-25115Andraw Jimenez1966-02-28Rule 0.99
TPATPA-57628Andy Jimenez1966-02-28Scored 1.00
ENRENR-122757Andrew Jimenez1966-02-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5509e2ab1686
Escalated CLM-417266, top score 0.83, candidates MBR-005766

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 Andrew JimenezMBR-005766, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-417266 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-34004
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024987
Opened: 2026-10-22 12:43:43
Top score: 0.83