Steward case

CASE-003916

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

OpenCheckpointckpt-run-mvfoap9e-82936workflow paused, state held

Side-by-side comparison

Incoming CLM-404943 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-404943incoming	#1MBR-028890Russell Morales 0.832 rec. Best evidence: NameDate of birth
Name	Russell F Morales	Russell F Morales
Date of birth	1969-02-22 19690222	1969-02-22
Member ID	— -	UHC-05073-10
SSN	—	•••-••-3222
Phone	— NULL	2543228009
Email	—	—
Address	— -	4402 Desert Sky Blvd
City / state / ZIP	— NULL, , NULL	Tucson, AZ, 85744
Group	— NULL	GRP-2270
Plan	CHOICE-PLUS-PPO	—
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-028890Russell Morales0.83

Matched against CLM-404942, 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-404942Russell Morales1969-02-22Scored 1.00
CLMCLM-404944Russell Morales1969-02-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f17b138946
Escalated CLM-404943, top score 0.83, candidates MBR-028890

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 Russell MoralesMBR-028890, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-404943 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-82936
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043050
Opened: 2026-10-19 19:54:36
Top score: 0.83