Steward case

CASE-000321

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

OpenCheckpointckpt-run-mvfoap9e-69785workflow paused, state held

Side-by-side comparison

Incoming TPA-54317 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54317incoming	#1MBR-000950Charlotte Mills 0.832 rec. Best evidence: NameDate of birth
Name	Charlotte Miills	Charlotte Mills
Date of birth	1978-05-22 May 22, 1978	1978-05-22
Member ID	— UNKNOWN	UHC-67782-74
SSN	—	•••-••-9560
Phone	8927547567 18927547567	—
Email	—	—
Address	—	352 Ridge Rd
City / state / ZIP	— UNKNOWN, NULL, -	Tempe, AZ, 85251
Group	GRP-0829	GRP-0829
Plan	— UNKNOWN	OPTIONS-PPO
Sources, records	TPA1 record	TPA ×1CLM ×12 records

Evidence detail

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

▶#1MBR-000950Charlotte Mills0.83

Matched against TPA-54316, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-54316Charlotte Mills1978-05-22Scored 1.00
CLMCLM-409882Charlotte Mills1978-05-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392815b7b739
Escalated TPA-54317, top score 0.83, candidates MBR-000950

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 MillsMBR-000950, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-54317 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-69785
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039453
Opened: 2026-10-19 19:54:36
Top score: 0.83