Steward case

CASE-002807

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

OpenCheckpointckpt-run-mvfoap9e-59583workflow paused, state held

Side-by-side comparison

Incoming CLM-410774 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-410774incoming	#1MBR-032171Rachel Guzman 0.831 rec. Best evidence: NameDate of birth
Name	Rachel Guzman	Rachel Guzman
Date of birth	1992-09-27	1992-09-27
Member ID	UHC-66039-53	—
SSN	•••-••-1402	—
Phone	— UNKNOWN	8652752749
Email	— NULL	—
Address	—	2817 Sunset Blvd # 161
City / state / ZIP	— N/A	Houston, TX, 77035
Group	— N/A	—
Plan	OPTIONS-PPO	—
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-032171Rachel Guzman0.83

Matched against TPA-54723, 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-54723Rachel Guzman1992-09-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cf379f9665
Escalated CLM-410774, top score 0.83, candidates MBR-032171

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 Rachel GuzmanMBR-032171, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-410774 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-59583
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036056
Opened: 2026-10-19 19:54:36
Top score: 0.83