Steward case

CASE-001588

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

OpenCheckpointckpt-run-mvjj6udb-45287workflow paused, state held

Side-by-side comparison

Incoming CLM-413095 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-413095incoming	#1MBR-037591Joe Rojas 0.832 rec. Best evidence: NameDate of birth	#2MBR-043106Willie Rojas 0.641 rec. Best evidence: none ≥ 0.90
Name	Joe Rojas	Joe Rojas	Willie X Rojas
Date of birth	1948-12-20	1948-12-20	1948-12-25
Member ID	— UNKNOWN	UHC-74508-69	UHC-26172-09
SSN	— •••-••-UNKNOWN	•••-••-9136	•••-••-5674
Phone	—	6572063343	7754532546
Email	— -	joe.rojas14@outlook.com	willie.rojas89@proton.me
Address	— NULL	8160 Spring St	2316 Highland Ave
City / state / ZIP	— -, null	Eden Prairie, MN, 55362	Eden Prairie, MN, 55329
Group	GRP-9498	GRP-9498	GRP-5517
Plan	—	NAVIGATE-HMO	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-037591Joe Rojas0.83

Matched against CLM-413096, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-413096Joe Rjoas1948-12-20Rule 0.99
ENRENR-117191Joe Rojas1948-12-20Rule 0.99

▶#2MBR-043106Willie Rojas0.64

Matched against ENR-137322, 2 fields compared, weighted score 0.639

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-137322Willie Rojas1948-12-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558f750a6122
Escalated CLM-413095, top score 0.83, candidates MBR-037591, MBR-043106

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 Joe RojasMBR-037591, score 0.83, 2 recordsLinkLink to Willie RojasMBR-043106, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-413095 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-45287
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030442
Opened: 2026-10-22 12:43:43
Top score: 0.83