Steward case

CASE-003599

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

OpenCheckpointckpt-run-mvfoap9e-40636workflow paused, state held

Side-by-side comparison

Incoming CLM-402205 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-402205incoming	#1MBR-036390Lucia Sims 0.832 rec. Best evidence: NameDate of birth
Name	Lucia Sims	Lucia S Sims
Date of birth	2001-05-28 05/28/01	2001-05-28
Member ID	— N/A	UHC-14376-95
SSN	—	•••-••-9132
Phone	— UNKNOWN	4246702928
Email	— N/A	—
Address	—	2837 Spring St
City / state / ZIP	—	Dallas, TX, 75256
Group	—	GRP-7882
Plan	OPTIONS-PPO	OPTIONS-PPO
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-036390Lucia Sims0.83

Matched against ENR-102805, 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-102805Lucia Sims2001-05-28Rule 0.99
CLMCLM-402204Lucia Sims2001-05-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39de4ae4cb84
Escalated CLM-402205, top score 0.83, candidates MBR-036390

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 SimsMBR-036390, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-402205 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-40636
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028294
Opened: 2026-10-19 19:54:36
Top score: 0.83