Steward case

CASE-002362

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

OpenCheckpointckpt-run-mvfoap9e-89725workflow paused, state held

Side-by-side comparison

Incoming CLM-421605 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-421605incoming	#1MBR-043682Santiago Washington 0.831 rec. Best evidence: NameDate of birth
Name	Santiago Washington	Santiago Washington
Date of birth	1994-08-02 8/2/1994	1994-08-02
Member ID	UHC-82320-39	—
SSN	—	•••-••-5726
Phone	— null	3645520274
Email	— NULL	—
Address	—	6554 Ocean Ave
City / state / ZIP	— NULL, NULL, N/A	Charlotte, NC, 28228
Group	GRP-5146	—
Plan	— N/A	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

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

▶#1MBR-043682Santiago Washington0.83

Matched against PRV-26368, 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

PRVPRV-26368Santiago Washington1994-08-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398d1cd52a5a
Escalated CLM-421605, top score 0.83, candidates MBR-043682

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 Santiago WashingtonMBR-043682, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-421605 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-89725
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044643
Opened: 2026-10-19 19:54:36
Top score: 0.83