Steward case

CASE-003922

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

OpenCheckpointckpt-run-mvfoap9e-76350workflow paused, state held

Side-by-side comparison

Incoming CLM-415334 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415334incoming	#1MBR-028998Sofia Lopez 0.834 rec. Best evidence: NameDate of birth
Name	Sofia I Lopez	Sofia I Lopez
Date of birth	1997-04-09	1997-04-09
Member ID	—	UHC-91834-08
SSN	—	•••-••-1772
Phone	— null	6672772546
Email	— UNKNOWN	sofia.lopez@hotmail.com
Address	— N/A	5094 Mesa Dr # 325
City / state / ZIP	— , -, NULL	Gilbert, AZ, 85254
Group	—	GRP-3209
Plan	— N/A	OPTIONS-PPO
Sources, records	CLM1 record	CLM ×1PRV ×2ENR ×14 records

Evidence detail

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

▶#1MBR-028998Sofia Lopez0.83

Matched against CLM-415333, 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-415333Sofia Lopez1997-04-09Scored 0.99
PRVPRV-24524Sofia Lopaz1997-04-09Scored 0.98
PRVPRV-24525Soofia Lopez1997-04-09Scored 0.99
ENRENR-120214Sofia Lopez1997-04-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39db65417f35
Escalated CLM-415334, top score 0.83, candidates MBR-028998

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 Sofia LopezMBR-028998, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-415334 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-76350
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041347
Opened: 2026-10-19 19:54:36
Top score: 0.83