Steward case

CASE-001748

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

OpenCheckpointckpt-run-mvfoap9e-81929workflow paused, state held

Side-by-side comparison

Incoming CLM-402133 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402133incoming	#1MBR-006639Lori Mejia 0.831 rec. Best evidence: NameDate of birth	#2MBR-036726Lori Mejia 0.831 rec. Best evidence: NamePhone
Name	Lori G Mejia	Lori Mejia	Lori G Mejia
Date of birth	1955-11-11 Nov 11, 1955	1955-11-11	—
Member ID	UHC-54236-13	—	—
SSN	—	—	—
Phone	4804659925 (480) 465-9925	—	4804659925
Email	lori.mejia17@yahoo.com	—	—
Address	— UNKNOWN	8436 Palm Dr	8436 Palm Dr
City / state / ZIP	— -, NULL	Tempe, AZ, 85251	Tempe, AZ, 85251
Group	GRP-7283	GRP-7283	—
Plan	— -	OPTIONS-PPO	—
Sources, records	CLM1 record	CLM ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-006639Lori Mejia0.83

Matched against CLM-402134, 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-402134Lori Mejia1955-11-11Single record 1.00

▶#2MBR-036726Lori Mejia0.83

Matched against PRV-20623, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

PRVPRV-20623Lori MejiaSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d571900911
Escalated CLM-402133, top score 0.83, candidates MBR-006639, MBR-036726

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 Lori MejiaMBR-006639, score 0.83, 1 recordLinkLink to Lori MejiaMBR-036726, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-402133 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-81929
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042802
Opened: 2026-10-19 19:54:36
Top score: 0.83