Steward case

CASE-000333

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

OpenCheckpointckpt-run-mvfoap9e-59941workflow paused, state held

Side-by-side comparison

Incoming TPA-51166 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51166incoming	#1MBR-000997Jordan McDonald 0.833 rec. Best evidence: NameDate of birth
Name	Jordan McDonald	Jordan T McDonald
Date of birth	2006-11-16 16-11-2006	2006-11-16
Member ID	— N/A	UHC-22206-80
SSN	— •••-••-NULL	•••-••-6015
Phone	— UNKNOWN	3655266403
Email	—	jordan.mcdonald@gmail.com
Address	— N/A	8883 Spring St Apt 18
City / state / ZIP	— UNKNOWN	Jacksonville, FL, 32224
Group	— UNKNOWN	GRP-8756
Plan	— null	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-000997Jordan McDonald0.83

Matched against CLM-402704, 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-402704Jordan McDonald2006-11-16Rule 0.99
CLMCLM-402705Jordan McDonald2006-11-16Rule 0.99
ENRENR-103480Jordan McDonald2006-11-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392c61e3c2e8
Escalated TPA-51166, top score 0.83, candidates MBR-000997

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 Jordan McDonaldMBR-000997, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-51166 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-59941
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036190
Opened: 2026-10-19 19:54:36
Top score: 0.83