Steward case

CASE-001852

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

OpenCheckpointckpt-run-mvfoap9e-59331workflow paused, state held

Side-by-side comparison

Incoming CLM-408329 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-408329incoming	#1MBR-039460Carol Vazquez 0.833 rec. Best evidence: NameDate of birth
Name	Carol Vazquez	Carol U Vazquez
Date of birth	1949-01-12 01/12/1949	1949-01-12
Member ID	— NULL	UHC-72645-15
SSN	—	•••-••-2717
Phone	— -	9268387556
Email	— N/A	carol.vazquez64@aol.com
Address	— NULL	7952 Indian School Rd
City / state / ZIP	— UNKNOWN, NULL, NULL	Tempe, AZ, 85251
Group	— null	GRP-2344
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	PRV ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-039460Carol Vazquez0.83

Matched against PRV-22459, 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

PRVPRV-22459Carol Vazquez1949-01-12Scored 1.00
CLMCLM-408328Carol Vazquez1949-01-12Scored 1.00
ENRENR-110988Carol Vazquez1949-01-12Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bb2b451e75
Escalated CLM-408329, top score 0.83, candidates MBR-039460

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 Carol VazquezMBR-039460, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-408329 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-59331
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035988
Opened: 2026-10-19 19:54:36
Top score: 0.83