Steward case

CASE-000452

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

OpenCheckpointckpt-run-mvfoap9e-1416workflow paused, state held

Side-by-side comparison

Incoming TPA-57390 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57390incoming	#1MBR-009443Adam Li 0.833 rec. Best evidence: NameDate of birth	#2MBR-011854Adam Li 0.831 rec. Best evidence: NameDate of birth
Name	Adam Li	Adam Li	Adam Li
Date of birth	1945-01-18 01/18/1945	1945-01-18	1945-01-18
Member ID	— NULL	UHC-03793-43	—
SSN	— •••-••-UNKNOWN	•••-••-8984	—
Phone	— NULL	3782546894	—
Email	— N/A	—	—
Address	— N/A	51 Oak St	—
City / state / ZIP	— NULL, NULL	Houston, TX, 77050	—
Group	GRP-0546	GRP-0546	—
Plan	—	MEDICARE-ADV-A	—
Sources, records	TPA1 record	CLM ×2PRV ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-009443Adam Li0.83

Matched against CLM-416779, 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-416779Adam Li1945-01-18Rule 0.99
CLMCLM-416778Adam Li1945-01-18Rule 0.99
PRVPRV-24972Adam Li1945-01-18Rule 0.99

▶#2MBR-011854Adam Li0.83

Matched against TPA-57389, 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-57389Adam Li1945-01-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3994e0a39d18
Escalated TPA-57390, top score 0.83, candidates MBR-009443, MBR-011854

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 Adam LiMBR-009443, score 0.83, 3 recordsLinkLink to Adam LiMBR-011854, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-57390 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-1416
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001360
Opened: 2026-10-19 19:54:36
Top score: 0.83