Steward case

CASE-000701

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

OpenCheckpointckpt-run-mvjj6udb-46869workflow paused, state held

Side-by-side comparison

Incoming CLM-407259 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-407259incoming	#1MBR-018410Lucia Woods 0.832 rec. Best evidence: NameDate of birth
Name	Lucia Woods Woods, Lucia	Lucia G Woods
Date of birth	1976-07-17	1976-07-17
Member ID	—	UHC-44419-60
SSN	— •••-••-NULL	•••-••-7293
Phone	—	8129798905
Email	— NULL	lucia.woods39@yahoo.com
Address	— -	3667 Grand Ave
City / state / ZIP	— NULL, -	Jacksonville, FL, 32212
Group	—	GRP-6704
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-018410Lucia Woods0.83

Matched against ENR-109503, 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-109503Lucia Woods1976-07-17Scored 1.00
CLMCLM-407260Lucia Woods1976-07-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555418ed915d
Escalated CLM-407259, top score 0.83, candidates MBR-018410

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 Lucia WoodsMBR-018410, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-407259 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-mvjj6udb-46869
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031113
Opened: 2026-10-22 12:43:43
Top score: 0.83