Steward case

CASE-001704

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

OpenCheckpointckpt-run-mvfoap9e-66786workflow paused, state held

Side-by-side comparison

Incoming CLM-431183 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-431183incoming	#1MBR-026706Lucia Armstrong 0.831 rec. Best evidence: NameDate of birth
Name	Lucia B Armstrong	Lucia B Armstrong
Date of birth	1954-12-21 19541221	1954-12-21
Member ID	— -	UHC-93768-59
SSN	—	•••-••-7052
Phone	— NULL	2969774149
Email	— UNKNOWN	lucia.armstrong@aol.com
Address	— UNKNOWN	9265 Main St
City / state / ZIP	— null, NULL, N/A	Houston, TX, 77036
Group	GRP-4383	GRP-4383
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-026706Lucia Armstrong0.83

Matched against ENR-140951, 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-140951Lucia Armstrong1954-12-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3900de59a11c
Escalated CLM-431183, top score 0.83, candidates MBR-026706

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 ArmstrongMBR-026706, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-431183 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-66786
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038517
Opened: 2026-10-19 19:54:36
Top score: 0.83