Steward case

CASE-000539

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

OpenCheckpointckpt-run-mvfoap9e-95799workflow paused, state held

Side-by-side comparison

Incoming TPA-63475 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63475incoming	#1MBR-001634Sara Hicks 0.835 rec. Best evidence: NameDate of birth
Name	Sara Hicks	Sara Hicks
Date of birth	2001-12-23	2001-12-23
Member ID	— NULL	UHC-24394-15
SSN	— •••-••-null	•••-••-7820
Phone	— null	4745795639
Email	—	sara.hicks54@aol.com
Address	— null	2890 Mountain View Dr
City / state / ZIP	— N/A , UNKNOWN	Sacramento, CA, 95867
Group	—	GRP-4697
Plan	—	SELECT-EPO
Sources, records	TPA1 record	ENR ×2CLM ×35 records

Evidence detail

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

▶#1MBR-001634Sara Hicks0.83

Matched against ENR-140052, 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

ENRENR-140052Sara Hicks2001-12-23Scored 1.00
CLMCLM-430514Sara Hicks2001-12-23Rule 0.99
CLMCLM-430516Sara Hicks2001-12-23Scored 1.00
ENRENR-140051Sara Hicks2001-12-23Scored 1.00
CLMCLM-430515Sara Hicks2001-12-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d2218439a0
Escalated TPA-63475, top score 0.83, candidates MBR-001634

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 Sara HicksMBR-001634, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-63475 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-95799
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045983
Opened: 2026-10-19 19:54:36
Top score: 0.83