Steward case

CASE-001201

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

OpenCheckpointckpt-run-mvfoap9e-88772workflow paused, state held

Side-by-side comparison

Incoming CLM-424314 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424314incoming	#1MBR-014569Michelle Luna 0.832 rec. Best evidence: NameDate of birth
Name	Michele Luna	Michelle I Luna
Date of birth	2005-10-19	2005-10-19
Member ID	—	UHC-78389-73
SSN	— •••-••-null	•••-••-9278
Phone	— UNKNOWN	7233244238
Email	— null	michelle.luna@aol.com
Address	—	9493 Washington St
City / state / ZIP	— UNKNOWN, UNKNOWN, NULL	Tampa, FL
Group	GRP-8391	GRP-8391
Plan	—	MEDICARE-ADV-B
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-014569Michelle Luna0.83

Matched against CLM-424315, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-424315Michelle Luna2005-10-19Rule 0.99
ENRENR-131779Michelle Luna2005-10-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3960c766a965
Escalated CLM-424314, top score 0.83, candidates MBR-014569

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 Michelle LunaMBR-014569, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424314 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-88772
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044421
Opened: 2026-10-19 19:54:36
Top score: 0.83