Steward case

CASE-003392

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

OpenCheckpointckpt-run-mvfoap9e-25130workflow paused, state held

Side-by-side comparison

Incoming CLM-419734 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-419734incoming	#1MBR-037494George Delgado 0.832 rec. Best evidence: NameDate of birth
Name	George Delgado	George Delgado
Date of birth	1984-05-02	1984-05-02
Member ID	— null	—
SSN	—	•••-••-6541
Phone	7245687991	—
Email	— -	george.delgado23@proton.me
Address	— null	2597 Bayshore Dr Apt 40
City / state / ZIP	— -	Seattle, WA, 98197
Group	—	—
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	TPA ×1CLM ×12 records

Evidence detail

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

▶#1MBR-037494George Delgado0.83

Matched against TPA-58706, 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-58706George Delgado1984-05-02Rule 0.97
CLMCLM-419735George Delgado1984-05-02Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c108497013
Escalated CLM-419734, top score 0.83, candidates MBR-037494

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 George DelgadoMBR-037494, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-419734 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-25130
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019820
Opened: 2026-10-19 19:54:36
Top score: 0.83