Steward case

CASE-003609

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

OpenCheckpointckpt-run-mvfoap9e-63726workflow paused, state held

Side-by-side comparison

Incoming CLM-418902 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418902incoming	#1MBR-044724Heather Vazquez 0.832 rec. Best evidence: NameDate of birth
Name	Heather Vazquez Vazquez, Heather	Heather Vazquez
Date of birth	1986-11-05 19861105	1986-11-05
Member ID	UHC-80866-77	—
SSN	— •••-••-null	—
Phone	8963722273 (896) 372-2273	—
Email	— -	—
Address	— -	3112 Grand Ave
City / state / ZIP	— -,	Orlando, FL, 32823
Group	GRP-4855	GRP-4855
Plan	MEDICARE-ADV-A	—
Sources, records	CLM1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-044724Heather Vazquez0.83

Matched against CLM-418900, 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

CLMCLM-418900Heather Vazquez1986-11-05Scored 1.00
CLMCLM-418901Heather Vazquez1986-11-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394318331ea8
Escalated CLM-418902, top score 0.83, candidates MBR-044724

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 Heather VazquezMBR-044724, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-418902 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-63726
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037483
Opened: 2026-10-19 19:54:36
Top score: 0.83