Steward case

CASE-001725

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

OpenCheckpointckpt-run-mvjj6udb-71960workflow paused, state held

Side-by-side comparison

Incoming CLM-422166 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422166incoming	#1MBR-010301Harold Castillo 0.833 rec. Best evidence: NameDate of birth
Name	Harold Castillo	Harold E Castillo
Date of birth	1949-05-28	1949-05-28
Member ID	—	UHC-59339-91
SSN	— •••-••-UNKNOWN	•••-••-5058
Phone	— null	5725736178
Email	—	harold.castillo45@proton.me
Address	— null	1101 Church St
City / state / ZIP	— -, N/A, UNKNOWN	Dallas, TX, 75244
Group	— N/A	GRP-1845
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-010301Harold Castillo0.83

Matched against CLM-422167, 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-422167Harold Castillo1949-05-28Rule 0.99
ENRENR-129056Harold Castillo1949-05-28Rule 0.99
ENRENR-129055Harold Casillo1949-05-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a9b4318e41
Escalated CLM-422166, top score 0.83, candidates MBR-010301

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 Harold CastilloMBR-010301, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-422166 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-71960
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040095
Opened: 2026-10-22 12:43:43
Top score: 0.83