Steward case

CASE-003390

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

OpenCheckpointckpt-run-mvjj6udb-28997workflow paused, state held

Side-by-side comparison

Incoming CLM-401282 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401282incoming	#1MBR-019722Charlotte Guzman 0.834 rec. Best evidence: NameDate of birth
Name	Charlotte C Guzman CHARLOTTE C. GUZMAN	Charlotte C Guzman
Date of birth	1985-05-17	1985-05-17
Member ID	— -	UHC-77788-73
SSN	— •••-••-NULL	•••-••-1359
Phone	—	5605303999
Email	—	charlotte.guzman6@gmail.com
Address	— NULL	9180 Oak St
City / state / ZIP	— null, -	Miami, FL, 33129
Group	GRP-6377	GRP-6377
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×1CLM ×24 records

Evidence detail

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

▶#1MBR-019722Charlotte Guzman0.83

Matched against TPA-50549, 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

TPATPA-50549Charlotte Guzman1985-05-17Rule 0.99
ENRENR-101649Charlotte Guzman1985-05-17Rule 0.99
CLMCLM-401281Charlotte Guzman1985-05-17Rule 0.99
CLMCLM-401280Charlotte Guzman1985-05-17Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556cf7c199d7
Escalated CLM-401282, top score 0.83, candidates MBR-019722

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 Charlotte GuzmanMBR-019722, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-401282 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-28997
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022179
Opened: 2026-10-22 12:43:43
Top score: 0.83