Steward case

CASE-000382

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

OpenCheckpointckpt-run-mvfoap9e-22430workflow paused, state held

Side-by-side comparison

Incoming TPA-60440 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60440incoming	#1MBR-009438Linda Barnes 0.832 rec. Best evidence: NameDate of birth	#2MBR-044837Linda Barnes 0.831 rec. Best evidence: NameDate of birth
Name	Linda Barnes	Linda V Barnes	Linda Barnes
Date of birth	1984-10-21	1984-10-21	1984-10-21
Member ID	—	UHC-93776-99	—
SSN	—	•••-••-6397	—
Phone	— UNKNOWN	4523407863	—
Email	— -	linda.barnes41@gmail.com	—
Address	— NULL	1023 Palm Dr	—
City / state / ZIP	— NULL, null	Chandler, AZ, 85252	—
Group	— UNKNOWN	GRP-4365	—
Plan	— -	MEDICARE-ADV-B	—
Sources, records	TPA1 record	ENR ×1TPA ×12 records	CLM ×11 record

Evidence detail

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

▶#1MBR-009438Linda Barnes0.83

Matched against ENR-131010, 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-131010Linda Barnes1984-10-21Rule 0.99
TPATPA-60441Linda Barnes1984-10-21Rule 0.99

▶#2MBR-044837Linda Barnes0.83

Matched against CLM-423717, 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-423717Linda Barnes1984-10-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3912672c6ac0
Escalated TPA-60440, top score 0.83, candidates MBR-009438, MBR-044837

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 Linda BarnesMBR-009438, score 0.83, 2 recordsLinkLink to Linda BarnesMBR-044837, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-60440 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-22430
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018064
Opened: 2026-10-19 19:54:36
Top score: 0.83