Steward case

CASE-000165

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

OpenCheckpointckpt-run-mvfoap9e-78867workflow paused, state held

Side-by-side comparison

Incoming TPA-61926 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61926incoming	#1MBR-000469Sarah Carroll 0.833 rec. Best evidence: NameDate of birth
Name	Sarah Carroll	Sarah Carroll
Date of birth	1969-05-06	1969-05-06
Member ID	— UNKNOWN	UHC-70386-63
SSN	—	•••-••-3260
Phone	— UNKNOWN	4593740828
Email	—	sarah.carroll65@gmail.com
Address	— UNKNOWN	2788 Ridge Rd
City / state / ZIP	— null, NULL	Columbus, OH, 43236
Group	—	GRP-6430
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×1CLM ×1PRV ×13 records

Evidence detail

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

▶#1MBR-000469Sarah Carroll0.83

Matched against ENR-135425, 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

ENRENR-135425Sarah Carroll1969-05-06Rule 0.99
CLMCLM-427008Sarah Carroll1969-05-06Scored 1.00
PRVPRV-27936Sarah Carroll1969-05-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a9ffac4566
Escalated TPA-61926, top score 0.83, candidates MBR-000469

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 CarrollMBR-000469, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-61926 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-78867
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042013
Opened: 2026-10-19 19:54:36
Top score: 0.83