Steward case

CASE-001898

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

OpenCheckpointckpt-run-mvfoap9e-47546workflow paused, state held

Side-by-side comparison

Incoming CLM-412079 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412079incoming	#1MBR-037864Greg Moreno 0.833 rec. Best evidence: NameDate of birth
Name	Gregory T Moreno	Greg T Moreno
Date of birth	1991-02-06	1991-02-06
Member ID	— null	UHC-44248-84
SSN	•••-••-9090	—
Phone	—	2103692644
Email	—	—
Address	—	2887 Apache Blvd
City / state / ZIP	—	Fresno, CA, 93727
Group	—	GRP-3351
Plan	MEDICARE-ADV-B	SELECT-EPO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-037864Greg Moreno0.83

Matched against TPA-55319, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-55319Greg Moreno1991-02-06Scored 1.00
CLMCLM-412080Gregory Moreno1991-02-06Scored 1.00
ENRENR-115913Greg Moreno1991-02-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39bc73b37238
Escalated CLM-412079, top score 0.83, candidates MBR-037864

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 Greg MorenoMBR-037864, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-412079 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-47546
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031391
Opened: 2026-10-19 19:54:36
Top score: 0.83