Steward case

CASE-002813

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

OpenCheckpointckpt-run-mvjj6udb-15569workflow paused, state held

Side-by-side comparison

Incoming CLM-411100 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-411100incoming	#1MBR-025782Emma Aguilar 0.832 rec. Best evidence: NameDate of birth
Name	Emma Aguilar	Emma Aguilar
Date of birth	1953-07-16 19530716	1953-07-16
Member ID	— UNKNOWN	UHC-61199-06
SSN	—	•••-••-7621
Phone	— UNKNOWN	—
Email	— -	—
Address	—	4352 Baseline Rd
City / state / ZIP	— -, UNKNOWN, null	Chandler, AZ, 85270
Group	GRP-6881	GRP-6881
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-025782Emma Aguilar0.83

Matched against CLM-411101, 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-411101Emma Aguilar1953-07-16Rule 0.97
TPATPA-54850Emma Aguilar1953-07-16Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556551f7bef7
Escalated CLM-411100, top score 0.83, candidates MBR-025782

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 Emma AguilarMBR-025782, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-411100 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-15569
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013262
Opened: 2026-10-22 12:43:43
Top score: 0.83