Steward case

CASE-000053

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

OpenCheckpointckpt-run-mvfoap9e-34953workflow paused, state held

Side-by-side comparison

Incoming TPA-61064 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61064incoming	#1MBR-025906Marhta Dixon 0.832 rec. Best evidence: NameDate of birth
Name	Martha Y Dixno Dixno, Martha Y.	Marhta Y Dixon
Date of birth	2007-02-09 09-02-2007	2007-02-09
Member ID	— NULL	UHC-86777-89
SSN	—	•••-••-7751
Phone	—	4869983627
Email	—	martha.dixon36@aol.com
Address	— UNKNOWN	4637 Cedar Ln
City / state / ZIP	— NULL	Charlotte, NC, 28200
Group	—	GRP-5735
Plan	— -	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-025906Marhta Dixon0.83

Matched against CLM-425106, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-425106Martha Dixon2007-02-09Rule 0.99
ENRENR-132805Marhta Dixon2007-02-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398123d7060b
Escalated TPA-61064, top score 0.83, candidates MBR-025906

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 Marhta DixonMBR-025906, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-61064 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-34953
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025484
Opened: 2026-10-19 19:54:36
Top score: 0.83