Steward case

CASE-004189

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

OpenCheckpointckpt-run-mvfoap9e-62484workflow paused, state held

Side-by-side comparison

Incoming CLM-402471 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402471incoming	#1MBR-040329Janice Rodriguez 0.831 rec. Best evidence: NameDate of birth
Name	Janice Rodriguez	Janice Rodriguez
Date of birth	1992-04-26	1992-04-26
Member ID	— -	—
SSN	— •••-••-UNKNOWN	—
Phone	4938272545 493.827.2545	—
Email	— N/A	—
Address	—	53 Camelback Rd # 523
City / state / ZIP	— UNKNOWN, NULL	Dallas, TX, 75218
Group	— N/A	GRP-0351
Plan	MEDICARE-ADV-B	—
Sources, records	CLM1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-040329Janice Rodriguez0.83

Matched against CLM-402472, 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-402472Janice Rodriguez1992-04-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390d8f40d926
Escalated CLM-402471, top score 0.83, candidates MBR-040329

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 Janice RodriguezMBR-040329, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-402471 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-62484
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037049
Opened: 2026-10-19 19:54:36
Top score: 0.83