Steward case

CASE-000073

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

OpenCheckpointckpt-run-mvfoap9e-83212workflow paused, state held

Side-by-side comparison

Incoming TPA-56071 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56071incoming	#1MBR-031028Betty Kelly 0.833 rec. Best evidence: NameDate of birth
Name	Betyt Kelly	Betty Kelly
Date of birth	1961-06-07 Jun 7, 1961	1961-06-07
Member ID	—	UHC-64201-19
SSN	— •••-••-NULL	•••-••-4629
Phone	— NULL	4507602702
Email	— null	—
Address	338 Meadow Ln 338 Meadow Lane	9481 Church St
City / state / ZIP	San Diego, CA, 92165	Austin, TX, 78780
Group	— N/A	GRP-0627
Plan	— -	CORE-HMO
Sources, records	TPA1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-031028Betty Kelly0.83

Matched against CLM-413825, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-413825Betty Kelly1961-06-07Rule 0.97
ENRENR-118074Betty Kelly1961-06-07Rule 0.99
ENRENR-118073Betty Kelly1961-06-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394a0ecac48f
Escalated TPA-56071, top score 0.83, candidates MBR-031028

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 Betty KellyMBR-031028, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-56071 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-83212
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043119
Opened: 2026-10-19 19:54:36
Top score: 0.83