Steward case

CASE-000251

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

OpenCheckpointckpt-run-mvfoap9e-89594workflow paused, state held

Side-by-side comparison

Incoming TPA-60473 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60473incoming	#1MBR-000684Jeremy Black 0.832 rec. Best evidence: NameDate of birth
Name	Jeremy Black	Jeremy Black
Date of birth	1991-06-26 06/26/91	1991-06-26
Member ID	— null	UHC-57324-01
SSN	—	•••-••-7748
Phone	— NULL	3313817603
Email	—	jeremy.black@outlook.com
Address	— N/A	6364 Harbor Blvd
City / state / ZIP	— UNKNOWN, -	Mesa, AZ, 85292
Group	— N/A	GRP-6275
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-000684Jeremy Black0.83

Matched against ENR-131149, 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-131149Jeremy Black1991-06-26Rule 0.99
ENRENR-131150Jeremy Black1991-06-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f32e679a37
Escalated TPA-60473, top score 0.83, candidates MBR-000684

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 Jeremy BlackMBR-000684, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-60473 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-89594
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044611
Opened: 2026-10-19 19:54:36
Top score: 0.83