Steward case

CASE-004008

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

OpenCheckpointckpt-run-mvfoap9e-59934workflow paused, state held

Side-by-side comparison

Incoming CLM-414276 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-414276incoming	#1MBR-040243Christian Morenno 0.831 rec. Best evidence: NameDate of birth
Name	Christina Moreno	Christian Morenno
Date of birth	1958-11-07	1958-11-07
Member ID	— -	UHC-88160-56
SSN	— •••-••--	•••-••-6664
Phone	5013278544	—
Email	—	—
Address	— -	9883 Sunset Blvd
City / state / ZIP	— UNKNOWN, -, N/A	Orlando, FL, 32894
Group	—	GRP-6518
Plan	— NULL	CORE-HMO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-040243Christian Morenno0.83

Matched against ENR-118768, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-118768Christian Morenno1958-11-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396c0eb1f99a
Escalated CLM-414276, top score 0.83, candidates MBR-040243

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 Christian MorennoMBR-040243, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-414276 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-59934
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036187
Opened: 2026-10-19 19:54:36
Top score: 0.83