Steward case

CASE-004006

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

OpenCheckpointckpt-run-mvfoap9e-96562workflow paused, state held

Side-by-side comparison

Incoming CLM-430590 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-430590incoming	#1MBR-032936Brittany Holmes 0.832 rec. Best evidence: NameDate of birth
Name	Brittany Holmes	Brittany Holmes
Date of birth	1989-02-22 19890222	1989-02-22
Member ID	— UNKNOWN	UHC-82722-34
SSN	— •••-••- null	—
Phone	8866702630 886-670-2630	—
Email	— NULL	—
Address	1374 Apache Blvd	1374 Apache Blvd
City / state / ZIP	Columbus, OH, 43266	Columbus, OH, 43266
Group	GRP-6893	GRP-6893
Plan	— null	MEDICARE-ADV-A
Sources, records	CLM1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-032936Brittany Holmes0.83

Matched against ENR-140168, 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-430589Brittany Homles1989-02-22Rule 0.99
ENRENR-140168Brittany Holmes1989-02-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3944426233ea
Escalated CLM-430590, top score 0.83, candidates MBR-032936

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 Brittany HolmesMBR-032936, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-430590 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-96562
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046158
Opened: 2026-10-19 19:54:36
Top score: 0.83