Steward case

CASE-000325

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

OpenCheckpointckpt-run-mvfoap9e-67980workflow paused, state held

Side-by-side comparison

Incoming TPA-61595 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61595incoming	#1MBR-000970Jack Brooks 0.833 rec. Best evidence: NameDate of birth
Name	Jack Brooks	Jack Brooks
Date of birth	1981-01-26	1981-01-26
Member ID	— -	UHC-28522-72
SSN	—	•••-••-4145
Phone	— null	7917222951
Email	—	jack.brooks@aol.com
Address	— N/A	391 Market St
City / state / ZIP	— , UNKNOWN, -	Las Vegas, NV, 89194
Group	—	GRP-6016
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-000970Jack Brooks0.83

Matched against CLM-426257, 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

CLMCLM-426257Jack Brooks1981-01-26Rule 0.99
ENRENR-134404Jack Brooks1981-01-26Rule 0.99
ENRENR-134405Jack Brooks1981-01-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395480ee3e44
Escalated TPA-61595, top score 0.83, candidates MBR-000970

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 Jack BrooksMBR-000970, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-61595 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-67980
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038896
Opened: 2026-10-19 19:54:36
Top score: 0.83