Steward case

CASE-002356

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

OpenCheckpointckpt-run-mvfoap9e-86866workflow paused, state held

Side-by-side comparison

Incoming ENR-133938 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-133938incoming	#1MBR-039016Theresa Ortiz 0.831 rec. Best evidence: NameDate of birth
Name	Theresa Q Ortiz Theresa Q. Ortiz	Theresa Q Ortiz
Date of birth	1979-04-04	1979-04-04
Member ID	UHC-80394-40	—
SSN	—	•••-••-8626
Phone	8204822968	—
Email	theresa.ortiz73@yahoo.com	—
Address	8075 Mesa Dr	—
City / state / ZIP	Atlanta, GA, 30340	—
Group	GRP-0230	GRP-0230
Plan	MEDICARE-ADV-A	—
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-039016Theresa Ortiz0.83

Matched against CLM-425932, 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-425932Theresa Ortiz1979-04-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39996953227e
Escalated ENR-133938, top score 0.83, candidates MBR-039016

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 Theresa OrtizMBR-039016, score 0.83, 1 recordLinkConfirm as a distinct identityENR-133938 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-86866
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043974
Opened: 2026-10-19 19:54:36
Top score: 0.83