Steward case

CASE-002375

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

OpenCheckpointckpt-run-mvfoap9e-86975workflow paused, state held

Side-by-side comparison

Incoming CLM-431346 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431346incoming	#1MBR-019315Tyler Ortiz 0.831 rec. Best evidence: NameDate of birth	#2MBR-036254Tyler Ortiz 0.791 rec. Best evidence: NamePhone
Name	Tyelr Ortiz	Tyler Ortiz	Tyler M Ortiz
Date of birth	1976-09-09	1976-09-09	1975-09-09
Member ID	UHC-19323-44	—	—
SSN	— •••-••- null	•••-••-8748	—
Phone	4674587223 (467) 458-7223	—	4674587223
Email	— N/A	tyler.ortiz1@gmail.com	—
Address	— UNKNOWN	9412 Highland Ave Apt 29	—
City / state / ZIP	— N/A, NULL, null	San Antonio, TX, 78265	—
Group	GRP-5236	—	—
Plan	NAVIGATE-HMO	—	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-019315Tyler Ortiz0.83

Matched against TPA-63839, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-63839Tyler Ortiz1976-09-09Single record 1.00

▶#2MBR-036254Tyler Ortiz0.79

Matched against CLM-431347, 3 fields compared, weighted score 0.791

Field	Similarity	Weight	Share	Note
Name	0.98	3	40%
Date of birth	0.50	3	40%	one_digit
Phone	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

CLMCLM-431347Tyler Ortiz1975-09-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39da90f06dd5
Escalated CLM-431346, top score 0.83, candidates MBR-019315, MBR-036254

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 Tyler OrtizMBR-019315, score 0.83, 1 recordLinkLink to Tyler OrtizMBR-036254, score 0.79, 1 recordLinkConfirm as a distinct identityCLM-431346 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-86975
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044001
Opened: 2026-10-19 19:54:36
Top score: 0.83