Steward case

CASE-000108

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

OpenCheckpointckpt-run-mvfoap9e-93626workflow paused, state held

Side-by-side comparison

Incoming TPA-50264 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50264incoming	#1MBR-007561Daniel Burton 0.834 rec. Best evidence: NameDate of birth
Name	Daniel Burton	Daniel Y Burton
Date of birth	1962-04-20	1962-04-20
Member ID	— null	UHC-24083-79
SSN	— •••-••-null	•••-••-1417
Phone	— N/A	7544322656
Email	— -	—
Address	—	8924 Canyon Rd
City / state / ZIP	— UNKNOWN	Phoenix, AZ, 85021
Group	GRP-0202	—
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	TPA1 record	PRV ×2CLM ×24 records

Evidence detail

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

▶#1MBR-007561Daniel Burton0.83

Matched against PRV-20176, 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

PRVPRV-20176Daniel Burton1962-04-20Scored 1.00
CLMCLM-400593Daniel Burton1962-04-20Scored 1.00
PRVPRV-20175Daniel BurtonScored 1.00
CLMCLM-400592Danny Burton1962-04-20Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ae76074476
Escalated TPA-50264, top score 0.83, candidates MBR-007561

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 Daniel BurtonMBR-007561, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-50264 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-93626
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045517
Opened: 2026-10-19 19:54:36
Top score: 0.83