Steward case

CASE-001817

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

OpenCheckpointckpt-run-mvjj6udb-7628workflow paused, state held

Side-by-side comparison

Incoming CLM-411210 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411210incoming	#1MBR-010518Eric Rios 0.832 rec. Best evidence: NameDate of birth
Name	Eric Rios	Eric Rios
Date of birth	1966-11-03	1966-11-30
Member ID	— -	UHC-71144-96
SSN	— •••-••-UNKNOWN	—
Phone	—	3502839364
Email	—	—
Address	— UNKNOWN	3440 Willow Ct
City / state / ZIP	— UNKNOWN, null	Atlanta, GA, 30382
Group	—	GRP-2724
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
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-010518Eric Rios0.83

Matched against CLM-411209, 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-411209Eric Rios1966-11-03Scored 0.87
ENRENR-114748Eric Rios1966-11-30Scored 0.87

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554e8cff2768
Escalated CLM-411210, top score 0.83, candidates MBR-010518

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 Eric RiosMBR-010518, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411210 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-7628
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006930
Opened: 2026-10-22 12:43:43
Top score: 0.83