Steward case

CASE-003679

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

OpenCheckpointckpt-run-mvjj6udb-77388workflow paused, state held

Side-by-side comparison

Incoming CLM-431760 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431760incoming	#1MBR-026381Omar Vasquez 0.831 rec. Best evidence: NameDate of birth	#2MBR-040414Christina Vasquez 0.641 rec. Best evidence: none ≥ 0.90
Name	Omar O Vasquez Vasquez, Omar O	Omar O Vasquez	Christina Vasquez
Date of birth	1948-02-20	1948-02-20	1948-02-21
Member ID	— UNKNOWN	UHC-98026-90	UHC-08040-09
SSN	—	•••-••-7839	—
Phone	— NULL	3389128104	6019103402
Email	— null	—	—
Address	— -	2352 Spring St	3803 Apache Blvd
City / state / ZIP	— NULL	Atlanta, GA, 30349	Atlanta, GA, 30381
Group	— -	GRP-0842	GRP-7398
Plan	—	MEDICARE-ADV-B	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-026381Omar Vasquez0.83

Matched against ENR-141659, 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-141659Omar Vasquez1948-02-20Single record 1.00

▶#2MBR-040414Christina Vasquez0.64

Matched against ENR-118036, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-118036Christina Vasquez1948-02-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c32bc6d914
Escalated CLM-431760, top score 0.83, candidates MBR-026381, MBR-040414

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 Omar VasquezMBR-026381, score 0.83, 1 recordLinkLink to Christina VasquezMBR-040414, score 0.64, 1 recordLinkConfirm as a distinct identityCLM-431760 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-77388
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041626
Opened: 2026-10-22 12:43:43
Top score: 0.83