Steward case

CASE-001814

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

OpenCheckpointckpt-run-mvfoap9e-96446workflow paused, state held

Side-by-side comparison

Incoming CLM-430958 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430958incoming	#1MBR-045950Julie Fernandez 0.831 rec. Best evidence: NameDate of birth
Name	Julie Fernandez	Julie Fernandez
Date of birth	1943-02-14 19430214	1943-02-14
Member ID	— NULL	UHC-12499-80
SSN	— •••-••-NULL	—
Phone	6029989492 (602) 998-9492	—
Email	— null	—
Address	1927 Desert Sky Blvd	—
City / state / ZIP	Tampa, FL, 33608	—
Group	GRP-1945	—
Plan	OPTIONS-PPO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-045950Julie Fernandez0.83

Matched against TPA-63682, 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

TPATPA-63682Julie Fernandez1943-02-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394f8ed6703a
Escalated CLM-430958, top score 0.83, candidates MBR-045950

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 Julie FernandezMBR-045950, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-430958 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-96446
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046131
Opened: 2026-10-19 19:54:36
Top score: 0.83