Steward case

CASE-001632

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

OpenCheckpointckpt-run-mvfoap9e-6593workflow paused, state held

Side-by-side comparison

Incoming CLM-418247 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418247incoming	#1MBR-041765Juan Estrada 0.832 rec. Best evidence: NameDate of birth
Name	Juan S Estrada Estrada, Juan S	Juan S Estrada
Date of birth	1965-08-13	1965-08-13
Member ID	— null	UHC-86762-06
SSN	— •••-••-N/A	•••-••-8257
Phone	—	2977617739
Email	— UNKNOWN	juan.estrada42@yahoo.com
Address	— null	1448 Main St
City / state / ZIP	— null, -	Jacksonville, FL
Group	GRP-4337	GRP-4337
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-041765Juan Estrada0.83

Matched against ENR-123999, 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-123999Juan Estrada1965-08-13Rule 0.99
ENRENR-124000Juan Estrada1965-08-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f0d8afde78
Escalated CLM-418247, top score 0.83, candidates MBR-041765

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 Juan EstradaMBR-041765, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418247 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-6593
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006052
Opened: 2026-10-19 19:54:36
Top score: 0.83