Steward case

CASE-003528

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

OpenCheckpointckpt-run-mvjj6udb-32945workflow paused, state held

Side-by-side comparison

Incoming CLM-409149 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409149incoming	#1MBR-033286Sandar Maldonado 0.831 rec. Best evidence: NameDate of birth
Name	Sandra Maldonado	Sandar Maldonado
Date of birth	1972-06-20 06/20/72	1972-06-20
Member ID	— -	UHC-03407-94
SSN	— •••-••- NULL	•••-••-3635
Phone	—	8408254455
Email	—	sandra.maldonado39@proton.me
Address	— NULL	—
City / state / ZIP	— -, null	—
Group	—	GRP-9755
Plan	SELECT-EPO	MEDICARE-ADV-A
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-033286Sandar Maldonado0.83

Matched against ENR-112075, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-112075Sandar Maldonado1972-06-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558690a5e223
Escalated CLM-409149, top score 0.83, candidates MBR-033286

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 Sandar MaldonadoMBR-033286, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409149 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-32945
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024395
Opened: 2026-10-22 12:43:43
Top score: 0.83