Steward case

CASE-003449

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

OpenCheckpointckpt-run-mvfoap9e-54238workflow paused, state held

Side-by-side comparison

Incoming CLM-425551 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425551incoming	#1MBR-015316Nancy Vega 0.834 rec. Best evidence: NameDate of birth
Name	Nancy P Vaga	Nancy P Vega
Date of birth	2000-02-12 2/12/2000	2000-02-12
Member ID	—	UHC-73844-71
SSN	—	•••-••-7944
Phone	— N/A	6715120415
Email	— N/A	nancy.vega83@aol.com
Address	— -	3291 Mesa Dr
City / state / ZIP	— NULL, null	Glendale, AZ, 85321
Group	GRP-4368	GRP-4368
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×2TPA ×24 records

Evidence detail

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

▶#1MBR-015316Nancy Vega0.83

Matched against ENR-133428, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.91	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-133429Nancy VegaRule 0.96
ENRENR-133428Nancy Vega2000-02-12Scored 1.00
TPATPA-61269Nancy Vega2000-02-12Scored 1.00
TPATPA-61268Nancy Vega2000-02-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39411ccba3a0
Escalated CLM-425551, top score 0.83, candidates MBR-015316

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 Nancy VegaMBR-015316, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-425551 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-54238
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034085
Opened: 2026-10-19 19:54:36
Top score: 0.83