Steward case

CASE-002474

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

OpenCheckpointckpt-run-mvfoap9e-56900workflow paused, state held

Side-by-side comparison

Incoming CLM-415680 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415680incoming	#1MBR-010722Shirley Chavez 0.832 rec. Best evidence: NameDate of birth	#2MBR-023550Shirley Chavez 0.831 rec. Best evidence: NameDate of birth	#3MBR-036408Shirley Chavez 0.831 rec. Best evidence: NameDate of birth
Name	Shirley B Chavez Chavez, Shirley B.	Shirley B Chavez	Shirley Chavez	Shirley Chavez
Date of birth	1956-05-14 May 14, 1956	1956-05-14	1956-05-14	1956-05-14
Member ID	— NULL	UHC-09108-69	—	—
SSN	—	•••-••-1919	—	—
Phone	—	7426223782	—	—
Email	— UNKNOWN	—	—	—
Address	—	2044 Mesa Dr # 600	—	—
City / state / ZIP	— N/A, null,	Chandler, AZ	—	—
Group	GRP-0224	GRP-0224	—	—
Plan	— null	MEDICARE-ADV-B	—	NAVIGATE-HMO
Sources, records	CLM1 record	CLM ×22 records	CLM ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-010722Shirley Chavez0.83

Matched against CLM-415679, 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-415679Shirley Chavez1956-05-14Scored 1.00
CLMCLM-415677Shirley Chavez1956-05-14Scored 1.00

▶#2MBR-023550Shirley Chavez0.83

Matched against CLM-415676, 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-415676Shirley Chavez1956-05-14Single record 1.00

▶#3MBR-036408Shirley Chavez0.83

Matched against CLM-415678, 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-415678Shirley Chavez1956-05-14Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393163c98592
Escalated CLM-415680, top score 0.83, candidates MBR-010722, MBR-023550, MBR-036408

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 Shirley ChavezMBR-010722, score 0.83, 2 recordsLinkLink to Shirley ChavezMBR-023550, score 0.83, 1 recordLinkLink to Shirley ChavezMBR-036408, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-415680 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-56900
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035089
Opened: 2026-10-19 19:54:36
Top score: 0.83