Steward case

CASE-000101

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

OpenCheckpointckpt-run-mvfoap9e-88678workflow paused, state held

Side-by-side comparison

Incoming TPA-54793 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54793incoming	#1MBR-032504Sarah Fernandez 0.832 rec. Best evidence: NameDate of birth
Name	Sarah Fernandez	Sarah Fernandez
Date of birth	1951-11-24	1951-11-24
Member ID	—	UHC-46404-59
SSN	— •••-••-NULL	•••-••-3042
Phone	—	7394265314
Email	— NULL	—
Address	— N/A	3509 Willow Ct
City / state / ZIP	—	Denver, CO
Group	— NULL	GRP-7251
Plan	OPTIONS-PPO	OPTIONS-PPO
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-032504Sarah Fernandez0.83

Matched against CLM-410941, 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-410941Sarah Fernandez1951-11-24Scored 0.91
ENRENR-114355Sarah FernandezScored 0.91

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394cf6cbffbe
Escalated TPA-54793, top score 0.83, candidates MBR-032504

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 Sarah FernandezMBR-032504, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-54793 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-88678
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044404
Opened: 2026-10-19 19:54:36
Top score: 0.83