Steward case

CASE-000449

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

OpenCheckpointckpt-run-mvfoap9e-3477workflow paused, state held

Side-by-side comparison

Incoming TPA-63440 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63440incoming	#1MBR-017183Matthew Ellis 0.833 rec. Best evidence: NameDate of birth
Name	Matthew Ellis	Matthew A Ellis
Date of birth	1967-12-06 12/06/67	1967-12-06
Member ID	— N/A	UHC-13836-14
SSN	— •••-••-UNKNOWN	—
Phone	— NULL	9483719182
Email	—	—
Address	— UNKNOWN	4838 Jefferson Ave
City / state / ZIP	— NULL, NULL, N/A	Houston, TX, 77053
Group	—	GRP-2532
Plan	— NULL	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×2CLM ×13 records

Evidence detail

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

▶#1MBR-017183Matthew Ellis0.83

Matched against TPA-63441, 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-63441Matthew Ellis1967-12-06Rule 0.99
TPATPA-63442Matt Ellis1967-12-06Scored 0.93
CLMCLM-430436Matthew Ellis1967-12-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396d2cad3777
Escalated TPA-63440, top score 0.83, candidates MBR-017183

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 Matthew EllisMBR-017183, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-63440 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-3477
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003288
Opened: 2026-10-19 19:54:36
Top score: 0.83