Steward case

CASE-001863

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

OpenCheckpointckpt-run-mvjj6udb-7812workflow paused, state held

Side-by-side comparison

Incoming CLM-414486 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414486incoming	#1MBR-036124Sandra Guzman 0.832 rec. Best evidence: NameDate of birth
Name	Sandra M Guzman Guzman, Sandra M	Sandra Guzman
Date of birth	1941-03-22 22-03-1941	1941-03-22
Member ID	— UNKNOWN	UHC-31025-05
SSN	— •••-••- UNKNOWN	—
Phone	— -	3099403596
Email	— -	—
Address	— null	1098 Central Ave
City / state / ZIP	— null, N/A	Chandler, AZ, 85241
Group	GRP-8851	GRP-8851
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-036124Sandra Guzman0.83

Matched against TPA-56390, 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-56390Sandra Guzman1941-03-22Scored 1.00
TPATPA-56391Sandra Guzman1941-03-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55665b164894
Escalated CLM-414486, top score 0.83, candidates MBR-036124

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 Sandra GuzmanMBR-036124, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414486 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-7812
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-007088
Opened: 2026-10-22 12:43:43
Top score: 0.83