Steward case

CASE-002445

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

OpenCheckpointckpt-run-mvjj6udb-47751workflow paused, state held

Side-by-side comparison

Incoming CLM-418194 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418194incoming	#1MBR-010565Peter Santiago 0.832 rec. Best evidence: NameDate of birth
Name	Peter Santiago	Peter Santiago
Date of birth	1962-08-17 08/17/62	1962-08-17
Member ID	UHC-41610-43	—
SSN	—	—
Phone	2566629243 +1 256 662 9243	—
Email	— null	peter.santiago@hotmail.com
Address	— -	8587 Valley View Dr
City / state / ZIP	— NULL, NULL, -	Eden Prairie, MN, 55337
Group	GRP-4917	GRP-4917
Plan	—	—
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-010565Peter Santiago0.83

Matched against CLM-418195, 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-418195Peter Santiago1962-08-17Scored 1.00
TPATPA-58035Peter Santiago1962-08-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5535f7e568b0
Escalated CLM-418194, top score 0.83, candidates MBR-010565

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 Peter SantiagoMBR-010565, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418194 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-47751
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031481
Opened: 2026-10-22 12:43:43
Top score: 0.83