Steward case

CASE-002839

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

OpenCheckpointckpt-run-mvjj6udb-23676workflow paused, state held

Side-by-side comparison

Incoming CLM-425910 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425910incoming	#1MBR-013594Aisha Lopez 0.833 rec. Best evidence: NameDate of birth
Name	Aisha Lopez	Aisha Lopez
Date of birth	1971-03-03	1971-03-03
Member ID	—	UHC-33764-63
SSN	— •••-••--	•••-••-7682
Phone	—	3938047568
Email	—	aisha.lopez@icloud.com
Address	— N/A	24 Desert Sky Blvd
City / state / ZIP	— UNKNOWN, null	Chandler, AZ, 85260
Group	GRP-4702	GRP-4702
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-013594Aisha Lopez0.83

Matched against CLM-425911, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.93	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-425911Aisha Lupez1971-03-03Scored 0.98
ENRENR-133909Aisha Lopaz1971-03-03Rule 0.99
ENRENR-133908Aisha Lopez1971-03-03Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554cb865f406
Escalated CLM-425910, top score 0.83, candidates MBR-013594

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 Aisha LopezMBR-013594, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-425910 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-23676
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018877
Opened: 2026-10-22 12:43:43
Top score: 0.83