Steward case

CASE-002139

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

OpenCheckpointckpt-run-mvfoap9e-27115workflow paused, state held

Side-by-side comparison

Incoming CLM-406546 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406546incoming	#1MBR-018050Brian Nunez 0.833 rec. Best evidence: NameDate of birth	#2MBR-026485Brian Nunez 0.831 rec. Best evidence: NameDate of birth
Name	Brian Y Nunez	Brian Y Nunez	Brian Nunez
Date of birth	1966-01-09 19660109	1966-01-09	1966-01-09
Member ID	— NULL	UHC-97825-92	—
SSN	— •••-••-null	—	—
Phone	6264159831 626-415-9831	—	—
Email	— UNKNOWN	—	brian.nunez43@hotmail.com
Address	—	8089 Sunset Blvd	—
City / state / ZIP	— UNKNOWN , UNKNOWN	Las Vegas, NV, 89166	—
Group	GRP-3735	GRP-3735	GRP-3735
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×2TPA ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-018050Brian Nunez0.83

Matched against CLM-406547, 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

CLMCLM-406547Brian Nunez1966-01-09Scored 1.00
CLMCLM-406545Brian Nunez1966-01-09Scored 1.00
TPATPA-52882Brian Nunez1966-01-09Scored 1.00

▶#2MBR-026485Brian Nunez0.83

Matched against TPA-52881, 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-52881Brian Nunez1966-01-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398657c83518
Escalated CLM-406546, top score 0.83, candidates MBR-018050, MBR-026485

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 Brian NunezMBR-018050, score 0.83, 3 recordsLinkLink to Brian NunezMBR-026485, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406546 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-27115
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021070
Opened: 2026-10-19 19:54:36
Top score: 0.83