Steward case

CASE-000142

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

OpenCheckpointckpt-run-mvfoap9e-94942workflow paused, state held

Side-by-side comparison

Incoming TPA-59563 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59563incoming	#1MBR-000425Charlotte Hayes 0.834 rec. Best evidence: NameDate of birth
Name	Charlotte Hayes	Charlotte P Hayes
Date of birth	1991-01-15	1991-10-15
Member ID	— NULL	UHC-26356-77
SSN	—	•••-••-1555
Phone	— null	4433618352
Email	— UNKNOWN	charlotte.hayes54@hotmail.com
Address	— UNKNOWN	7221 Bayshore Dr
City / state / ZIP	—	Los Angeles, CA, 90097
Group	— null	GRP-8814
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	TPA1 record	TPA ×2ENR ×1CLM ×14 records

Evidence detail

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

▶#1MBR-000425Charlotte Hayes0.83

Matched against CLM-421766, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-59561Charlotte Hayes1991-10-15Scored 1.00
ENRENR-128492Charlotte Hayes1991-10-15Scored 1.00
TPATPA-59562Charlotte Hayes1991-10-15Scored 1.00
CLMCLM-421766Charotte Hayes1991-01-15Rule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39fce50900e0
Escalated TPA-59563, top score 0.83, candidates MBR-000425

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 Charlotte HayesMBR-000425, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-59563 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-94942
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045807
Opened: 2026-10-19 19:54:36
Top score: 0.83