Steward case

CASE-001657

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

OpenCheckpointckpt-run-mvfoap9e-53004workflow paused, state held

Side-by-side comparison

Incoming CLM-431170 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431170incoming	#1MBR-006176Paul Valdez 0.832 rec. Best evidence: NameDate of birth
Name	Paul Valdez	Paul X Valdez
Date of birth	1957-11-17 11/17/57	1957-11-17
Member ID	— null	UHC-95327-83
SSN	— •••-••-NULL	•••-••-5575
Phone	— N/A	3718373781
Email	— -	paul.valdez78@aol.com
Address	— NULL	3442 Highland Ave
City / state / ZIP	— N/A, -, N/A	Sacramento, CA, 95898
Group	GRP-7612	GRP-7612
Plan	— NULL	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-006176Paul Valdez0.83

Matched against CLM-431171, 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-431171Paul Valdez1957-11-17Rule 0.97
ENRENR-140933Paul Valdez1957-11-17Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392bf59199c6
Escalated CLM-431170, top score 0.83, candidates MBR-006176

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 Paul ValdezMBR-006176, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-431170 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-53004
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033592
Opened: 2026-10-19 19:54:36
Top score: 0.83