Steward case

CASE-002299

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

OpenCheckpointckpt-run-mvjj6udb-47146workflow paused, state held

Side-by-side comparison

Incoming CLM-415247 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415247incoming	#1MBR-012839Jeremy Vegga 0.833 rec. Best evidence: NameDate of birth
Name	Jeremy Vega	Jeremy X Vegga
Date of birth	1977-08-14 Aug 14, 1977	1977-08-14
Member ID	—	UHC-89426-04
SSN	— •••-••-NULL	•••-••-4575
Phone	2019487213 12019487213	—
Email	— UNKNOWN	jeremy.vega75@hotmail.com
Address	— -	3125 Sunset Blvd
City / state / ZIP	— N/A, UNKNOWN, N/A	Denver, CO, 80214
Group	— UNKNOWN	GRP-6617
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-012839Jeremy Vegga0.83

Matched against ENR-120095, 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-120095Jeremy Vegga1977-08-14Scored 0.99
CLMCLM-415245Jeremy Vega1977-08-14Scored 0.99
CLMCLM-415246Jeremy Vaga1977-08-14Scored 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b6353b5304
Escalated CLM-415247, top score 0.83, candidates MBR-012839

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 Jeremy VeggaMBR-012839, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-415247 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-mvjj6udb-47146
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031220
Opened: 2026-10-22 12:43:43
Top score: 0.83