Steward case

CASE-000077

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

OpenCheckpointckpt-run-mvfoap9e-220workflow paused, state held

Side-by-side comparison

Incoming TPA-54069 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54069incoming	#1MBR-016227Zachary Perkins 0.833 rec. Best evidence: NameDate of birth	#2MBR-039934Zachary Perkins 0.811 rec. Best evidence: NameAddress
Name	Zachary Perkins Perkins, Zachary	Zachary B Perkins	Zachary Perkins
Date of birth	2003-04-25 04/25/03	2003-04-25	2004-04-25
Member ID	—	UHC-56774-67	—
SSN	— •••-••--	•••-••-4485	•••-••-4485
Phone	—	7182105716	—
Email	zachary.perkins@icloud.com	zachary.perkins@icloud.com	—
Address	9138 Grand Ave	9270 Oak St	9138 Grand Ave
City / state / ZIP	Tucson, AZ, 85730	Tampa, FL, 33643	Tucson, AZ, 85730
Group	— null	GRP-3022	—
Plan	— UNKNOWN	CHOICE-PLUS-PPO	—
Sources, records	TPA1 record	CLM ×2ENR ×13 records	CLM ×11 record

Evidence detail

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

▶#1MBR-016227Zachary Perkins0.83

Matched against CLM-409388, 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-409388Zahary Perkins2003-04-25Rule 0.99
CLMCLM-409389Zachary Perkins2003-04-25Scored 1.00
ENRENR-112356Zachary Perkins2003-04-25Scored 1.00

▶#2MBR-039934Zachary Perkins0.81

Matched against CLM-409387, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

CLMCLM-409387Zachary Perkins2004-04-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391cddd86a34
Escalated TPA-54069, top score 0.83, candidates MBR-016227, MBR-039934

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 Zachary PerkinsMBR-016227, score 0.83, 3 recordsLinkLink to Zachary PerkinsMBR-039934, score 0.81, 1 recordLinkConfirm as a distinct identityTPA-54069 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-220
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-000216
Opened: 2026-10-19 19:54:36
Top score: 0.83