Steward case

CASE-001740

Confidence 0.74 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvfoap9e-40158workflow paused, state held

Side-by-side comparison

Incoming CLM-422452 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-422452incoming	#1MBR-032578Diane Luna 0.741 rec. Best evidence: NameDate of birth	#2MBR-008438Thomas Luna 0.646 rec. Best evidence: none ≥ 0.90
Name	Diaen O Luna Diaen O. Luna	Diane Luna	Thomas X Luna
Date of birth	1986-05-10	1986-05-10	1986-04-10
Member ID	—	UHC-76638-85	UHC-64102-71
SSN	— •••-••-UNKNOWN	•••-••-3379	•••-••-7200
Phone	— -	2762676344	8902543970
Email	— -	—	thomas.luna93@icloud.com
Address	2613 River Rd	6350 Main St	3916 Bayshore Dr
City / state / ZIP	Eden Prairie, MN, 55353	Minneapolis, MN, 55490	Houston, TX, 77025
Group	GRP-6650	GRP-6650	GRP-4137
Plan	— -	CORE-HMO	MEDICARE-ADV-B
Sources, records	CLM1 record	ENR ×11 record	CLM ×4PRV ×1ENR ×16 records

Evidence detail

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

▶#1MBR-032578Diane Luna0.74

Matched against ENR-129423, 3 fields compared, weighted score 0.743

Field	Similarity	Weight	Share	Note
Name	0.98	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-129423Diane Luna1986-05-10Single record 1.00

▶#2MBR-008438Thomas Luna0.64

Matched against CLM-410875, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-410873Thomas Luna1987-04-10Rule 0.96
PRVPRV-23143Tom Luna1986-04-10Scored 1.00
CLMCLM-410872Thomas Luna1986-04-10Scored 1.00
ENRENR-114253Thomas Luna1986-04-10Rule 0.99
CLMCLM-410875Tom Luna1986-04-10Scored 1.00
CLMCLM-410874Thomas Luna1986-04-10Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d0948f8642
Escalated CLM-422452, top score 0.74, candidates MBR-032578, MBR-008438

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 Diane LunaMBR-032578, score 0.74, 1 recordLinkLink to Thomas LunaMBR-008438, score 0.64, 6 recordsLinkConfirm as a distinct identityCLM-422452 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-40158
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028078
Opened: 2026-10-19 19:54:36
Top score: 0.74