Steward case

CASE-003711

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

OpenCheckpointckpt-run-mvfoap9e-55289workflow paused, state held

Side-by-side comparison

Incoming CLM-416158 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416158incoming	#1MBR-024989Megan Diaz 0.833 rec. Best evidence: NameDate of birth
Name	Megan Diaz Diaz, Megan	Megan Diaz
Date of birth	1959-07-04 19590704	1959-07-04
Member ID	—	UHC-14111-62
SSN	—	•••-••-0794
Phone	— -	2518813448
Email	— NULL	megan.diaz65@icloud.com
Address	—	6636 Market St
City / state / ZIP	— NULL	Plano, TX
Group	GRP-4886	GRP-4886
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	CLM ×1TPA ×1ENR ×13 records

Evidence detail

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

▶#1MBR-024989Megan Diaz0.83

Matched against CLM-416157, 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-416157Megan Diaz1959-07-04Rule 0.97
TPATPA-57084Megan Diaz1959-07-04Rule 0.97
ENRENR-121265Megan Diaz1959-07-04Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d9a3adb8c9
Escalated CLM-416158, top score 0.83, candidates MBR-024989

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 Megan DiazMBR-024989, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-416158 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-55289
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034488
Opened: 2026-10-19 19:54:36
Top score: 0.83