Steward case

CASE-000705

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

OpenCheckpointckpt-run-mvjj6udb-48359workflow paused, state held

Side-by-side comparison

Incoming CLM-430489 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430489incoming	#1MBR-022786Lucia Welch 0.833 rec. Best evidence: NameDate of birth
Name	Lucia Welch	Lucia P Welch
Date of birth	1987-03-03 03/03/87	1987-03-03
Member ID	—	UHC-60974-69
SSN	—	—
Phone	— -	5014514426
Email	— null	lucia.welch36@hotmail.com
Address	— NULL	7565 Maple Ave
City / state / ZIP	—	Plano, TX, 75030
Group	GRP-7990	GRP-7990
Plan	—	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-022786Lucia Welch0.83

Matched against ENR-140019, 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-140019Lucia Welch1987-03-03Scored 1.00
PRVPRV-28917Lucia Welch1987-03-03Scored 1.00
CLMCLM-430490Lucia Welch1987-03-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55836818bcec
Escalated CLM-430489, top score 0.83, candidates MBR-022786

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 WelchMBR-022786, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-430489 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-48359
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031753
Opened: 2026-10-22 12:43:43
Top score: 0.83