Steward case

CASE-004163

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

OpenCheckpointckpt-run-mvfoap9e-80839workflow paused, state held

Side-by-side comparison

Incoming CLM-424223 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424223incoming	#1MBR-036040Yuki Ramos 0.831 rec. Best evidence: NameDate of birth
Name	Yuki C Ramos	Yuki C Ramos
Date of birth	1959-07-13 Jul 13, 1959	1959-07-13
Member ID	— UNKNOWN	UHC-80469-73
SSN	— •••-••-null	•••-••-0856
Phone	—	4827191739
Email	— null	—
Address	— null	6994 Oak St
City / state / ZIP	— UNKNOWN, null,	Houston, TX, 77057
Group	GRP-3087	GRP-3087
Plan	NAVIGATE-HMO	NAVIGATE-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-036040Yuki Ramos0.83

Matched against ENR-131676, 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-131676Yuki Ramos1959-07-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b6e892edaa
Escalated CLM-424223, top score 0.83, candidates MBR-036040

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 Yuki RamosMBR-036040, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-424223 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-80839
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042501
Opened: 2026-10-19 19:54:36
Top score: 0.83