Steward case

CASE-003147

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

OpenCheckpointckpt-run-mvfoap9e-22431workflow paused, state held

Side-by-side comparison

Incoming CLM-401995 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401995incoming	#1MBR-031364Vincent Salazar 0.831 rec. Best evidence: NameDate of birth	#2MBR-036716Vincent Salazar 0.832 rec. Best evidence: NameDate of birth
Name	Vincent Salazar	Vincent Salazar	Vincent Salazar
Date of birth	1995-11-20 11/20/1995	1995-11-20	1995-11-20
Member ID	— NULL	UHC-71244-09	—
SSN	—	•••-••-3841	—
Phone	— null	8403656368	8403656368
Email	— -	—	vincent.salazar71@aol.com
Address	— NULL	1012 Union St	5492 Meadow Ln
City / state / ZIP	— -, -, -	Tucson, AZ, 85712	Eden Prairie, MN, 55335
Group	GRP-4008	GRP-4008	GRP-4008
Plan	SELECT-EPO	CORE-HMO	—
Sources, records	CLM1 record	ENR ×11 record	TPA ×22 records

Evidence detail

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

▶#1MBR-031364Vincent Salazar0.83

Matched against ENR-102564, 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

ENRENR-102564Vincent Salazar1995-11-20Single record 1.00

▶#2MBR-036716Vincent Salazar0.83

Matched against TPA-50863, 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-50863Vincent Salazar1995-11-20Scored 1.00
TPATPA-50864Vincent Salazar1995-11-20Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3906d6f142ad
Escalated CLM-401995, top score 0.83, candidates MBR-031364, MBR-036716

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 Vincent SalazarMBR-031364, score 0.83, 1 recordLinkLink to Vincent SalazarMBR-036716, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-401995 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-22431
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018065
Opened: 2026-10-19 19:54:36
Top score: 0.83