Steward case

CASE-003541

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

OpenCheckpointckpt-run-mvjj6udb-41400workflow paused, state held

Side-by-side comparison

Incoming CLM-414759 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414759incoming	#1MBR-028820Alice Marquez 0.833 rec. Best evidence: NameDate of birth
Name	Alice Marquez	Alice E Marquez
Date of birth	1978-07-18	1978-07-18
Member ID	— -	UHC-69942-61
SSN	— •••-••--	•••-••-2598
Phone	— -	4518112987
Email	— NULL	alice.marquez@gmail.com
Address	— UNKNOWN	664 Oak St
City / state / ZIP	— N/A, NULL	Jacksonville, FL, 32229
Group	— N/A	GRP-2590
Plan	CORE-HMO	CORE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-028820Alice Marquez0.83

Matched against ENR-119412, 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-119412Alice Marquez1978-07-18Scored 1.00
CLMCLM-414758Alice MarquezRule 0.96
TPATPA-56502Alice Marquez1978-07-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556b287e0b2b
Escalated CLM-414759, top score 0.83, candidates MBR-028820

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 Alice MarquezMBR-028820, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-414759 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-41400
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028669
Opened: 2026-10-22 12:43:43
Top score: 0.83