Steward case

CASE-002452

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

OpenCheckpointckpt-run-mvjj6udb-75183workflow paused, state held

Side-by-side comparison

Incoming CLM-412232 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-412232incoming	#1MBR-019355Melissa Mendez 0.831 rec. Best evidence: NameDate of birth
Name	Melissa Mendez	Melissa Mendez
Date of birth	1974-11-24 Nov 24, 1974	1974-11-24
Member ID	UHC-41965-57	—
SSN	— •••-••-null	•••-••-9633
Phone	3526522467 (352) 652-2467	—
Email	—	—
Address	— -	7492 Desert Sky Blvd Apt 35
City / state / ZIP	— N/A, null	Atlanta, GA, 30345
Group	GRP-5283	GRP-5283
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-019355Melissa Mendez0.83

Matched against TPA-55389, 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

TPATPA-55389Melissa Mendez1974-11-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55dbd69e452b
Escalated CLM-412232, top score 0.83, candidates MBR-019355

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 Melissa MendezMBR-019355, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-412232 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-75183
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041034
Opened: 2026-10-22 12:43:43
Top score: 0.83