Steward case

CASE-001402

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

OpenCheckpointckpt-run-mvjj6udb-48565workflow paused, state held

Side-by-side comparison

Incoming CLM-429728 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-429728incoming	#1MBR-015761Marcus Luna 0.834 rec. Best evidence: NameDate of birth
Name	Marcus Luna	Marcus R Luna
Date of birth	1955-03-12 03/12/55	1955-03-12
Member ID	— UNKNOWN	UHC-01356-25
SSN	— •••-••-null	•••-••-2980
Phone	— NULL	2348831994
Email	— null	marcus.luna@icloud.com
Address	—	5242 Lake View Rd
City / state / ZIP	— null, UNKNOWN, -	Tampa, FL, 33623
Group	— UNKNOWN	GRP-9383
Plan	— -	CORE-HMO
Sources, records	CLM1 record	TPA ×1ENR ×2CLM ×14 records

Evidence detail

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

▶#1MBR-015761Marcus Luna0.83

Matched against TPA-63132, 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

TPATPA-63132Marcus Luna1955-03-12Scored 1.00
ENRENR-138990Marcus Luna1955-03-12Scored 1.00
CLMCLM-429727Marcus Luna1955-03-12Rule 0.99
ENRENR-138989Marcus Luna1955-03-12Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b49391a71d
Escalated CLM-429728, top score 0.83, candidates MBR-015761

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 Marcus LunaMBR-015761, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-429728 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-48565
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031856
Opened: 2026-10-22 12:43:43
Top score: 0.83