Steward case

CASE-000453

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

OpenCheckpointckpt-run-mvfoap9e-13709workflow paused, state held

Side-by-side comparison

Incoming TPA-57389 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57389incoming	#1MBR-001360Adam Li 0.831 rec. Best evidence: NameDate of birth	#2MBR-009443Adam Li 0.833 rec. Best evidence: NameDate of birth
Name	Adam Li	Adam Li	Adam Li
Date of birth	1945-01-18	1945-01-18	1945-01-18
Member ID	—	—	UHC-03793-43
SSN	—	—	•••-••-8984
Phone	—	—	3782546894
Email	—	—	—
Address	—	—	51 Oak St
City / state / ZIP	— null	—	Houston, TX, 77050
Group	— -	GRP-0546	GRP-0546
Plan	— UNKNOWN	—	MEDICARE-ADV-A
Sources, records	TPA1 record	TPA ×11 record	CLM ×2PRV ×13 records

Evidence detail

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

▶#1MBR-001360Adam Li0.83

Matched against TPA-57390, 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-57390Adam Li1945-01-18Single record 1.00

▶#2MBR-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

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d129c2d4e3
Escalated TPA-57389, top score 0.83, candidates MBR-001360, MBR-009443

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-001360, score 0.83, 1 recordLinkLink to Adam LiMBR-009443, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-57389 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-13709
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-011854
Opened: 2026-10-19 19:54:36
Top score: 0.83