Steward case

CASE-001893

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

OpenCheckpointckpt-run-mvfoap9e-34901workflow paused, state held

Side-by-side comparison

Incoming CLM-401925 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401925incoming	#1MBR-035124Emma Soto 0.831 rec. Best evidence: NameDate of birth
Name	Emma Soto	Emma A Soto
Date of birth	1991-06-25 06/25/1991	1991-06-25
Member ID	—	UHC-16810-12
SSN	— •••-••-UNKNOWN	•••-••-6619
Phone	— N/A	4086508334
Email	— UNKNOWN	emma.soto@outlook.com
Address	— NULL	7361 Willow Ct # 632
City / state / ZIP	— UNKNOWN, -	Tampa, FL, 33665
Group	—	GRP-4432
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-035124Emma Soto0.83

Matched against ENR-102483, 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

ENRENR-102483Emma Soto1991-06-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d206f2cf7e
Escalated CLM-401925, top score 0.83, candidates MBR-035124

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 Emma SotoMBR-035124, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-401925 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-34901
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025450
Opened: 2026-10-19 19:54:36
Top score: 0.83