Steward case

CASE-001732

Two plausible identities score within 0.1 of each other (0.78 vs 0.75).

OpenCheckpointckpt-run-mvfoap9e-59276workflow paused, state held

Side-by-side comparison

Incoming CLM-432392 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-432392incoming	#1MBR-040058Alan Etrada 0.781 rec. Best evidence: NameDate of birthPhone	#2MBR-042588Alan Estrada 0.751 rec. Best evidence: NameDate of birth
Name	Alan Estrada	Alan Etrada	Alan Estrada
Date of birth	1981-01-01	1981-01-01	1981-01-01
Member ID	—	UHC-27147-66	—
SSN	—	•••-••-9227	—
Phone	5823011657 (582) 301-1657	5823011657	—
Email	— N/A	alan.estrada30@yahoo.com	—
Address	3010 Ocean Ave 3010 Ocean Avenue	7463 Canyon Rd	7463 Canyon Rd
City / state / ZIP	San Antonio, TX, 78290	Dallas, TX	Dallas, TX
Group	— NULL	GRP-2451	—
Plan	—	MEDICARE-ADV-B	—
Sources, records	CLM1 record	ENR ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-040058Alan Etrada0.78

Matched against ENR-142522, 4 fields compared, weighted score 0.781

Field	Similarity	Weight	Share	Note
Name	0.97	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-142522Alan Etrada1981-01-01Single record 1.00

▶#2MBR-042588Alan Estrada0.75

Matched against TPA-64294, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

TPATPA-64294Alan Estrada1981-01-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d770fdf44a
Escalated CLM-432392, top score 0.78, candidates MBR-040058, MBR-042588

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 Alan EtradaMBR-040058, score 0.78, 1 recordLinkLink to Alan EstradaMBR-042588, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-432392 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-59276
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035968
Opened: 2026-10-19 19:54:36
Top score: 0.78