Steward case
CASE-002047
Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.
OpenCheckpointckpt-run-mvjj6udb-81179workflow paused, state held
Side-by-side comparison
Incoming CLM-417975 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it
| Field | CLMCLM-417975incoming | ||
|---|---|---|---|
| Name | Paul Herrera | Pual G Herrera | Paul Herrera |
| Date of birth | 1994-07-28 28-07-1994 | 1994-07-28 | 1994-10-15 |
| Member ID | — UNKNOWN | UHC-71796-43 | UHC-49772-88 |
| SSN | — •••-••-N/A | •••-••-7369 | •••-••-4572 |
| Phone | — | 9452659708 | 8872767298 |
| — N/A | — | — | |
| Address | — UNKNOWN | 248 Palm Dr Apt 7 | 2380 Broadway |
| City / state / ZIP | — null, N/A, UNKNOWN | Los Angeles, CA, 90072 | Seattle, WA |
| Group | — | GRP-2705 | GRP-1878 |
| Plan | — | MEDICARE-ADV-A | NAVIGATE-HMO |
| Sources, records | CLM1 record | ENR ×11 record | ENR ×11 record |
Evidence detail
How the scoring agent compared the incoming record to the record it matched inside each candidate
▶#1MBR-008121Pual Herrera0.83
Matched against ENR-123651, 2 fields compared, weighted score 0.830
| Field | Similarity | Weight | Share | Note |
|---|---|---|---|---|
| Name | 0.97 | 3 | 50% | |
| Date of birth | 1.00 | 3 | 50% | exact |
Guard: No identifier agreesConflicts: none
Records in this identity
- ENRENR-123651Pual Herrera1994-07-28Single record 1.00
▶#2MBR-043316Paul Herrera0.60
Matched against ENR-108476, 2 fields compared, weighted score 0.600
| Field | Similarity | Weight | Share | Note |
|---|---|---|---|---|
| Name | 1.00 | 3 | 50% | |
| Date of birth | 0.20 | 3 | 50% | year_only |
Guard: noneConflicts: none
Records in this identity
- ENRENR-108476Paul Herrera1994-10-15Single record 1.00
Case audit
Every transition on this case, sealed into the hash chain
- Steward case openedEscalation agent2026-10-22 12:43:5522d4f3269dEscalated CLM-417975, top score 0.83, candidates MBR-008121, MBR-043316
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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
- Checkpoint
- ckpt-run-mvjj6udb-81179
- Stage
- Human steward
- Policy version
- v1, threshold 0.85, floor 0.6
- Provisional identity
- MBR-042593
- Opened
- 2026-10-22 12:43:43
- Top score
- 0.83