Steward case

CASE-000065

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

OpenCheckpointckpt-run-mvfoap9e-63072workflow paused, state held

Side-by-side comparison

Incoming TPA-56751 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56751incoming	#1MBR-000180Bobby Gilbert 0.833 rec. Best evidence: NameDate of birth
Name	Bobby Gilbert	Bobby M Gilbert
Date of birth	1980-02-07 02/07/1980	1980-02-07
Member ID	—	UHC-19167-90
SSN	—	•••-••-9594
Phone	— N/A	6962108566
Email	—	bobby.gilbert55@outlook.com
Address	— N/A	8460 Indian School Rd
City / state / ZIP	— UNKNOWN, N/A	San Diego, CA, 92160
Group	GRP-2636	GRP-2636
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-000180Bobby Gilbert0.83

Matched against CLM-415359, 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-415359Bobby Gilbert1980-02-07Rule 0.97
CLMCLM-415358Bobby Gilbert1980-02-07Rule 0.97
ENRENR-120242Bobby Gilbert1980-02-07Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d65aba858c
Escalated TPA-56751, top score 0.83, candidates MBR-000180

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 Bobby GilbertMBR-000180, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-56751 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-63072
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037267
Opened: 2026-10-19 19:54:36
Top score: 0.83