Steward case

CASE-003407

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

OpenCheckpointckpt-run-mvjj6udb-77589workflow paused, state held

Side-by-side comparison

Incoming CLM-428889 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-428889incoming	#1MBR-020157Madison Flores 0.831 rec. Best evidence: NameDate of birth
Name	Madison Flores Flores, Madison	Madison W Flores
Date of birth	1998-03-13	1998-03-13
Member ID	UHC-36145-14	—
SSN	— •••-••-UNKNOWN	•••-••-5993
Phone	—	2617520872
Email	— null	madison.flores40@outlook.com
Address	— -	3715 Main St
City / state / ZIP	— NULL	Fresno, CA, 93757
Group	GRP-3184	GRP-3184
Plan	— -	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-020157Madison Flores0.83

Matched against ENR-137879, 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-137879Madison Flores1998-03-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5574818700be
Escalated CLM-428889, top score 0.83, candidates MBR-020157

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 Madison FloresMBR-020157, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-428889 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-77589
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041682
Opened: 2026-10-22 12:43:43
Top score: 0.83