Steward case

CASE-003442

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

OpenCheckpointckpt-run-mvjj6udb-71477workflow paused, state held

Side-by-side comparison

Incoming CLM-409800 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409800incoming	#1MBR-020578Santiago Munoz 0.832 rec. Best evidence: NameDate of birth
Name	Santiago Munoz	Santiago M Munoz
Date of birth	2005-03-19	2005-03-19
Member ID	— N/A	UHC-00179-07
SSN	—	•••-••-0002
Phone	—	3053367010
Email	—	santiago.munoz@icloud.com
Address	—	6165 Palm Dr
City / state / ZIP	— -	Chandler, AZ, 85262
Group	— -	GRP-5039
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	PRV ×1ENR ×12 records

Evidence detail

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

▶#1MBR-020578Santiago Munoz0.83

Matched against PRV-22855, 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

PRVPRV-22855Santiago Munoz2005-03-19Rule 0.99
ENRENR-112913Santiago Munoz2005-03-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558f3f673c99
Escalated CLM-409800, top score 0.83, candidates MBR-020578

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 Santiago MunozMBR-020578, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-409800 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-71477
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039963
Opened: 2026-10-22 12:43:43
Top score: 0.83