Steward case

CASE-003355

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

OpenCheckpointckpt-run-mvfoap9e-95404workflow paused, state held

Side-by-side comparison

Incoming CLM-415211 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415211incoming	#1MBR-019290Lucia Holmes 0.834 rec. Best evidence: NameDate of birth
Name	Lucia Holmes	Lucia L Holmes
Date of birth	2007-02-04	2007-02-04
Member ID	— N/A	UHC-11141-74
SSN	— •••-••-null	•••-••-0501
Phone	—	7564792473
Email	— -	lucia.holmes19@gmail.com
Address	— NULL	8617 Highland Ave
City / state / ZIP	— -	Glendale, AZ, 85314
Group	GRP-6266	GRP-6266
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	CLM1 record	TPA ×1CLM ×34 records

Evidence detail

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

▶#1MBR-019290Lucia Holmes0.83

Matched against TPA-56697, 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-56697Lucia Holmes2007-02-04Scored 1.00
CLMCLM-415210Lucia Holmes2007-02-04Scored 1.00
CLMCLM-415213Lucia Holmes2007-02-04Scored 1.00
CLMCLM-415212Lucia Holmes2007-02-04Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396662ee71be
Escalated CLM-415211, top score 0.83, candidates MBR-019290

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 HolmesMBR-019290, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-415211 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-95404
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045883
Opened: 2026-10-19 19:54:36
Top score: 0.83