Steward case

CASE-000509

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

OpenCheckpointckpt-run-mvfoap9e-25064workflow paused, state held

Side-by-side comparison

Incoming TPA-54257 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54257incoming	#1MBR-022823Charlotte Parker 0.833 rec. Best evidence: NameDate of birth
Name	Charoltte Parker	Charlotte P Parker
Date of birth	1998-09-07 07-09-1998	1998-09-07
Member ID	—	UHC-15367-54
SSN	—	•••-••-0940
Phone	—	6489424426
Email	—	charlotte.parker@icloud.com
Address	— null	15 Highland Ave # 871
City / state / ZIP	— null, , -	Gilbert, AZ, 85272
Group	— NULL	GRP-5379
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×2TPA ×13 records

Evidence detail

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

▶#1MBR-022823Charlotte Parker0.83

Matched against ENR-112905, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-112905Charlotte Parker1998-09-07Scored 1.00
ENRENR-112904Charlotte Parker1998-09-07Scored 1.00
TPATPA-54256Charlotte Parker1998-09-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394de09e56b1
Escalated TPA-54257, top score 0.83, candidates MBR-022823

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 Charlotte ParkerMBR-022823, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-54257 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-25064
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019778
Opened: 2026-10-19 19:54:36
Top score: 0.83