Steward case

CASE-001601

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

OpenCheckpointckpt-run-mvjj6udb-40587workflow paused, state held

Side-by-side comparison

Incoming CLM-412695 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412695incoming	#1MBR-017706Isabella Torres 0.834 rec. Best evidence: NameDate of birth
Name	Isabella Torres	Isabella N Torres
Date of birth	2008-09-07 09/07/08	2008-09-07
Member ID	—	UHC-07446-40
SSN	— •••-••--	•••-••-7272
Phone	— NULL	3658395638
Email	— -	isabella.torres@gmail.com
Address	— N/A	7978 Ridge Rd
City / state / ZIP	— null, NULL	Tucson, AZ, 85785
Group	GRP-0521	GRP-0521
Plan	—	SELECT-EPO
Sources, records	CLM1 record	CLM ×3ENR ×14 records

Evidence detail

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

▶#1MBR-017706Isabella Torres0.83

Matched against CLM-412694, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-412694Isabbella Torres2008-09-07Scored 1.00
CLMCLM-412696Isabella Torres2008-09-07Scored 1.00
ENRENR-116675Isabella Torres2008-09-07Scored 1.00
CLMCLM-412693Isabella Torres2008-09-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555d8efd9be2
Escalated CLM-412695, top score 0.83, candidates MBR-017706

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 Isabella TorresMBR-017706, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-412695 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-40587
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028268
Opened: 2026-10-22 12:43:43
Top score: 0.83