Steward case

CASE-002602

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

OpenCheckpointckpt-run-mvjj6udb-28940workflow paused, state held

Side-by-side comparison

Incoming CLM-423387 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-423387incoming	#1MBR-005158Janice Lucas 0.832 rec. Best evidence: NameDate of birth
Name	Janice Lucas	Janice Lucas
Date of birth	1994-11-18	1994-11-18
Member ID	— N/A	UHC-20193-99
SSN	—	•••-••-1882
Phone	— UNKNOWN	4867459238
Email	—	janice.lucas36@gmail.com
Address	— UNKNOWN	9737 Meadow Ln
City / state / ZIP	— -, null, N/A	Jacksonville, FL, 32204
Group	—	GRP-5151
Plan	— -	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-005158Janice Lucas0.83

Matched against CLM-423388, 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-130583Janice LucasRule 0.96
CLMCLM-423388Janice Lucas1994-11-18Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55761da3483d
Escalated CLM-423387, top score 0.83, candidates MBR-005158

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 Janice LucasMBR-005158, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-423387 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-28940
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022144
Opened: 2026-10-22 12:43:43
Top score: 0.83