Steward case

CASE-003496

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

OpenCheckpointckpt-run-mvfoap9e-27509workflow paused, state held

Side-by-side comparison

Incoming CLM-401852 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-401852incoming	#1MBR-020574Jacob Holmes 0.834 rec. Best evidence: NameDate of birth
Name	Jacob Holmes	Jacob Holmes
Date of birth	1993-04-12	1993-04-12
Member ID	UHC-21054-78	—
SSN	— •••-••-UNKNOWN	•••-••-1501
Phone	7557777721 (755) 777-7721	—
Email	— null	—
Address	— -	9299 Apache Blvd
City / state / ZIP	— null	Austin, TX, 78764
Group	GRP-0237	GRP-0237
Plan	— null	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×3TPA ×14 records

Evidence detail

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

▶#1MBR-020574Jacob Holmes0.83

Matched against CLM-401849, 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

CLMCLM-401851Jacob HolmesScored 1.00
CLMCLM-401849Jacob Holmes1993-04-12Scored 1.00
CLMCLM-401850Jacob Holmes1993-04-12Scored 1.00
TPATPA-50810Jake Holmes1993-04-12Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dcdd57adae
Escalated CLM-401852, top score 0.83, candidates MBR-020574

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 Jacob HolmesMBR-020574, score 0.83, 4 recordsLinkConfirm as a distinct identityCLM-401852 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-27509
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021305
Opened: 2026-10-19 19:54:36
Top score: 0.83