Steward case

CASE-002615

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

OpenCheckpointckpt-run-mvjj6udb-48679workflow paused, state held

Side-by-side comparison

Incoming CLM-425903 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425903incoming	#1MBR-027438Megan Aguilar 0.832 rec. Best evidence: NameDate of birth
Name	Megan Aguilar Aguilar, Megan	Megan Aguilar
Date of birth	1961-12-14	1961-12-14
Member ID	— null	UHC-68242-45
SSN	— •••-••-null	•••-••-4074
Phone	— NULL	6442180668
Email	—	—
Address	—	9855 Spring St
City / state / ZIP	— NULL, N/A, -	Orlando, FL, 32832
Group	GRP-4775	GRP-4775
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-027438Megan Aguilar0.83

Matched against ENR-133893, 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-425902Megen Aguilar1960-12-14Rule 0.96
ENRENR-133893Megan Aguilar1961-12-14Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5515a86a9ca9
Escalated CLM-425903, top score 0.83, candidates MBR-027438

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 Megan AguilarMBR-027438, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-425903 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-48679
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031902
Opened: 2026-10-22 12:43:43
Top score: 0.83