Steward case

CASE-003386

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

OpenCheckpointckpt-run-mvfoap9e-32646workflow paused, state held

Side-by-side comparison

Incoming CLM-414817 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414817incoming	#1MBR-029488Jeffrey Aguilar 0.832 rec. Best evidence: NameDate of birth
Name	Jeffrey Aguilar	Jeffrey Aguilar
Date of birth	1966-01-25	1966-01-25
Member ID	— -	UHC-33654-69
SSN	— •••-••--	•••-••-7699
Phone	— NULL	5534995412
Email	—	jeffrey.aguilar24@proton.me
Address	— NULL	3501 Cedar Ln
City / state / ZIP	— null, null, N/A	Tempe, AZ, 85220
Group	—	GRP-9111
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-029488Jeffrey Aguilar0.83

Matched against ENR-119496, 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-119496Jeffrey Aguilar1966-01-25Rule 0.97
CLMCLM-414816Jeffrey Aguilar1966-01-25Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c8d34eddc0
Escalated CLM-414817, top score 0.83, candidates MBR-029488

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 Jeffrey AguilarMBR-029488, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-414817 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-32646
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024234
Opened: 2026-10-19 19:54:36
Top score: 0.83