Steward case

CASE-002158

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

OpenCheckpointckpt-run-mvfoap9e-98948workflow paused, state held

Side-by-side comparison

Incoming CLM-410726 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410726incoming	#1MBR-015099Jose Weber 0.833 rec. Best evidence: NameDate of birth
Name	Jose Weber	Jose O Weber
Date of birth	1957-04-10 04/10/57	1957-04-10
Member ID	—	UHC-75597-59
SSN	—	•••-••-0789
Phone	— -	6508858215
Email	—	jose.weber40@proton.me
Address	— UNKNOWN	1799 Sage Ct
City / state / ZIP	— NULL	Tempe, AZ, 85281
Group	GRP-6525	GRP-6525
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-015099Jose Weber0.83

Matched against CLM-410728, 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-410728Jose Weber1957-04-10Rule 0.99
CLMCLM-410727Jose Weber1957-04-10Rule 0.99
ENRENR-114076Jose Weber1957-04-10Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c14cf0a19a
Escalated CLM-410726, top score 0.83, candidates MBR-015099

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 Jose WeberMBR-015099, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-410726 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-98948
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046639
Opened: 2026-10-19 19:54:36
Top score: 0.83