Steward case

CASE-003224

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

OpenCheckpointckpt-run-mvjj6udb-42117workflow paused, state held

Side-by-side comparison

Incoming CLM-417687 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-417687incoming	#1MBR-032790Rebecca Salazer 0.831 rec. Best evidence: NameDate of birth
Name	Rebecca Salazar	Rebecca Salazer
Date of birth	1960-03-16 03/16/60	1960-03-16
Member ID	— NULL	UHC-42362-52
SSN	— •••-••-NULL	•••-••-3340
Phone	—	4012798296
Email	— NULL	rebecca.salazar20@hotmail.com
Address	— UNKNOWN	1717 Palm Dr
City / state / ZIP	— N/A, null	Minneapolis, MN, 55451
Group	GRP-2679	GRP-2679
Plan	— -	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-032790Rebecca Salazer0.83

Matched against ENR-123301, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-123301Rebecca Salazer1960-03-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553f080741bf
Escalated CLM-417687, top score 0.83, candidates MBR-032790

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 Rebecca SalazerMBR-032790, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-417687 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-42117
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029002
Opened: 2026-10-22 12:43:43
Top score: 0.83