Steward case

CASE-003358

Two plausible identities score within 0.1 of each other (0.79 vs 0.75).

OpenCheckpointckpt-run-mvfoap9e-60115workflow paused, state held

Side-by-side comparison

Incoming CLM-431347 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431347incoming	#1MBR-044001Tyelr Ortiz 0.791 rec. Best evidence: NamePhone	#2MBR-019315Tyler Ortiz 0.751 rec. Best evidence: Name
Name	Tyler M Ortiz TYLER M. ORTIZ	Tyelr Ortiz	Tyler Ortiz
Date of birth	1975-09-09 19750909	1976-09-09	1976-09-09
Member ID	— NULL	UHC-19323-44	—
SSN	—	—	•••-••-8748
Phone	4674587223 467-458-7223	4674587223	—
Email	—	—	tyler.ortiz1@gmail.com
Address	— -	—	9412 Highland Ave Apt 29
City / state / ZIP	— null , NULL	—	San Antonio, TX, 78265
Group	—	GRP-5236	—
Plan	NAVIGATE-HMO	NAVIGATE-HMO	—
Sources, records	CLM1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-044001Tyelr Ortiz0.79

Matched against CLM-431346, 3 fields compared, weighted score 0.791

Field	Similarity	Weight	Share	Note
Name	0.98	3	40%
Date of birth	0.50	3	40%	one_digit
Phone	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

CLMCLM-431346Tyelr Ortiz1976-09-09Single record 1.00

▶#2MBR-019315Tyler Ortiz0.75

Matched against TPA-63839, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-63839Tyler Ortiz1976-09-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39272fd5b073
Escalated CLM-431347, top score 0.79, candidates MBR-044001, MBR-019315

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 Tyelr OrtizMBR-044001, score 0.79, 1 recordLinkLink to Tyler OrtizMBR-019315, score 0.75, 1 recordLinkConfirm as a distinct identityCLM-431347 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-60115
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036254
Opened: 2026-10-19 19:54:36
Top score: 0.79