Steward case

CASE-003322

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

OpenCheckpointckpt-run-mvjj6udb-77170workflow paused, state held

Side-by-side comparison

Incoming CLM-420934 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-420934incoming	#1MBR-039960Jessica Romero 0.831 rec. Best evidence: NameDate of birth	#2MBR-018772Jessica Romero 0.783 rec. Best evidence: NameDate of birthPhone
Name	Jessica Roemro	Jessica Romero	Jessica Romero
Date of birth	1959-11-02	1959-11-02	1959-11-02
Member ID	— null	—	UHC-07054-03
SSN	—	—	•••-••-5852
Phone	6048115514 604-811-5514	—	6048115514
Email	—	—	jessica.romero9@icloud.com
Address	948 Spring St	—	2273 Lincoln Way
City / state / ZIP	Seattle, WA, 98113 Seattle, WA , 98113	—	Nashville, TN, 37264
Group	GRP-7647	GRP-7647	GRP-7647
Plan	CORE-HMO	—	CORE-HMO
Sources, records	CLM1 record	CLM ×11 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-039960Jessica Romero0.83

Matched against CLM-420932, 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

CLMCLM-420932Jessica Romero1959-11-02Single record 1.00

▶#2MBR-018772Jessica Romero0.78

Matched against ENR-127518, 4 fields compared, weighted score 0.781

Field	Similarity	Weight	Share	Note
Name	0.97	3	32%	nickname
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-127518Jess Romero1959-11-02Rule 0.99
CLMCLM-420933Jessica Romero1959-11-02Scored 1.00
TPATPA-59202Jessica Romero1959-11-02Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550b78ce6f0a
Escalated CLM-420934, top score 0.83, candidates MBR-039960, MBR-018772

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 Jessica RomeroMBR-039960, score 0.83, 1 recordLinkLink to Jessica RomeroMBR-018772, score 0.78, 3 recordsLinkConfirm as a distinct identityCLM-420934 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-77170
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041562
Opened: 2026-10-22 12:43:43
Top score: 0.83