Steward case

CASE-000269

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

OpenCheckpointckpt-run-mvfoap9e-78356workflow paused, state held

Side-by-side comparison

Incoming TPA-59861 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59861incoming	#1MBR-026011Shirley Baker 0.833 rec. Best evidence: NameDate of birth
Name	Shirley Baker	Shirley U Baker
Date of birth	1984-05-13 19840513	1984-05-13
Member ID	— UNKNOWN	UHC-45715-13
SSN	—	•••-••-5151
Phone	— NULL	3837270329
Email	— -	shirley.baker28@icloud.com
Address	— NULL	1033 Bayshore Dr
City / state / ZIP	— , NULL, UNKNOWN	Denver, CO, 80254
Group	— -	GRP-1102
Plan	— UNKNOWN	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-026011Shirley Baker0.83

Matched against CLM-422458, 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-129430Shiley BakerRule 0.96
CLMCLM-422458Shirley Baker1984-05-13Rule 0.99
CLMCLM-422459Shirley Baker1984-05-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397cdfb12d46
Escalated TPA-59861, top score 0.83, candidates MBR-026011

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 Shirley BakerMBR-026011, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-59861 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-78356
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041896
Opened: 2026-10-19 19:54:36
Top score: 0.83