Steward case

CASE-000362

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

OpenCheckpointckpt-run-mvfoap9e-12228workflow paused, state held

Side-by-side comparison

Incoming TPA-53351 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53351incoming	#1MBR-016730Russell Marshall 0.832 rec. Best evidence: NameDate of birth
Name	Russell Marshall	Russell L Marshall
Date of birth	1998-01-25	1998-01-25
Member ID	—	UHC-27814-95
SSN	— •••-••-N/A	•••-••-6216
Phone	— 3983496	2203983496
Email	— N/A	russell.marshall@icloud.com
Address	— NULL	6756 Camelback Rd
City / state / ZIP	— NULL, N/A	Sacramento, CA, 95828
Group	—	GRP-0977
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-016730Russell Marshall0.83

Matched against TPA-53350, 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

TPATPA-53350Russell Marshall1998-01-25Rule 0.97
ENRENR-110035Russell Marshall1998-01-25Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3934b872dde1
Escalated TPA-53351, top score 0.83, candidates MBR-016730

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 Russell MarshallMBR-016730, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-53351 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-12228
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010707
Opened: 2026-10-19 19:54:36
Top score: 0.83