Steward case

CASE-000412

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

OpenCheckpointckpt-run-mvfoap9e-43327workflow paused, state held

Side-by-side comparison

Incoming TPA-63140 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63140incoming	#1MBR-022382Lauren Franklin 0.833 rec. Best evidence: NameDate of birth
Name	Lauren Franklin Franklin, Lauren	Lauren M Franklin
Date of birth	1954-12-22 19541222	1954-12-22
Member ID	— N/A	UHC-18434-28
SSN	— •••-••-UNKNOWN	•••-••-0774
Phone	— UNKNOWN	7653473374
Email	lauren.franklin@aol.com	—
Address	— -	506 Elm St
City / state / ZIP	— N/A , null	San Antonio, TX, 78212
Group	GRP-4369	GRP-4369
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×2TPA ×13 records

Evidence detail

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

▶#1MBR-022382Lauren Franklin0.83

Matched against CLM-429747, 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-429747Lauren Franklin1954-12-22Rule 0.97
TPATPA-63139Lauren Franklin1954-12-22Scored 0.98
CLMCLM-429746Franklin Lauren1954-12-22Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391437bba634
Escalated TPA-63140, top score 0.83, candidates MBR-022382

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 Lauren FranklinMBR-022382, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-63140 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-43327
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029542
Opened: 2026-10-19 19:54:36
Top score: 0.83