Steward case

CASE-002769

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

OpenCheckpointckpt-run-mvfoap9e-96501workflow paused, state held

Side-by-side comparison

Incoming CLM-409907 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409907incoming	#1MBR-020065Pamela Sandoval 0.831 rec. Best evidence: NameDate of birth
Name	Pamela Snadoval	Pamela Sandoval
Date of birth	1952-10-28 10/28/1952	1952-10-28
Member ID	UHC-52330-59	—
SSN	— •••-••-NULL	—
Phone	— null	—
Email	— UNKNOWN	—
Address	7537 Ridge Rd 7537 RIDGE ROAD	—
City / state / ZIP	Austin, TX, 78763	—
Group	GRP-9490	GRP-9490
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-020065Pamela Sandoval0.83

Matched against CLM-409906, 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

CLMCLM-409906Pamela Sandoval1952-10-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39eb2718bd8e
Escalated CLM-409907, top score 0.83, candidates MBR-020065

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 Pamela SandovalMBR-020065, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409907 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-96501
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046144
Opened: 2026-10-19 19:54:36
Top score: 0.83