Steward case

CASE-000148

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

OpenCheckpointckpt-run-mvfoap9e-59022workflow paused, state held

Side-by-side comparison

Incoming CLM-431863 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431863incoming	#1MBR-039497James Holmes 0.831 rec. Best evidence: NameDate of birth
Name	James Holmes	James C Holmes
Date of birth	1983-12-16	1983-12-16
Member ID	— -	UHC-85728-59
SSN	— •••-••--	•••-••-5977
Phone	— N/A	5128477594
Email	— NULL	james.holmes@aol.com
Address	4498 Bayshore Dr # 571 4498 Bayshore Drive #571	—
City / state / ZIP	Gilbert, AZ, 85282	—
Group	GRP-3439	GRP-3439
Plan	CORE-HMO	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-039497James Holmes0.83

Matched against ENR-141820, 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-141820James Holmes1983-12-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393b7b8b3c93
Escalated CLM-431863, top score 0.83, candidates MBR-039497

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 James HolmesMBR-039497, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-431863 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-59022
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035874
Opened: 2026-10-19 19:54:36
Top score: 0.83