Steward case

CASE-003333

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

OpenCheckpointckpt-run-mvjj6udb-81590workflow paused, state held

Side-by-side comparison

Incoming CLM-418580 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418580incoming	#1MBR-018992Samuel Santiago 0.832 rec. Best evidence: NameDate of birth
Name	Samuel Santiago Santiago, Samuel	Samuel Santiago
Date of birth	1960-07-21	1960-07-21
Member ID	— -	UHC-56570-42
SSN	—	•••-••-5526
Phone	3638449228	—
Email	— UNKNOWN	—
Address	— null	2697 Cedar Ln
City / state / ZIP	— null, UNKNOWN, N/A	Las Vegas, NV, 89186
Group	— N/A	GRP-5814
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-018992Samuel Santiago0.83

Matched against CLM-418579, 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-418579Samuel Santiago1960-07-21Rule 0.99
CLMCLM-418581Samuel Santiago1960-07-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:557f4ea617ad
Escalated CLM-418580, top score 0.83, candidates MBR-018992

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 Samuel SantiagoMBR-018992, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418580 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-81590
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042707
Opened: 2026-10-22 12:43:43
Top score: 0.83