Steward case

CASE-000016

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

OpenCheckpointckpt-run-mvfoap9e-72286workflow paused, state held

Side-by-side comparison

Incoming TPA-57098 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57098incoming	#1MBR-010797Jeremy Williamson 0.832 rec. Best evidence: NameDate of birth
Name	Jeremy Z Williamson JEREMY Z. WILLIAMSON	Jeremy Z Williamson
Date of birth	2001-05-09 20010509	2001-05-09
Member ID	—	UHC-36275-30
SSN	—	•••-••-4692
Phone	—	5223171141
Email	— null	jeremy.williamson81@icloud.com
Address	— N/A	9294 Maple Ave
City / state / ZIP	— NULL, N/A, -	San Antonio, TX, 78298
Group	GRP-6662	GRP-6662
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-010797Jeremy Williamson0.83

Matched against ENR-121331, 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-121331Jeremy Williamson2001-05-09Rule 0.99
CLMCLM-416200Jeremy Williamson2001-05-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39096e84fcd7
Escalated TPA-57098, top score 0.83, candidates MBR-010797

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 Jeremy WilliamsonMBR-010797, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-57098 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-72286
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040199
Opened: 2026-10-19 19:54:36
Top score: 0.83