Steward case

CASE-000564

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

OpenCheckpointckpt-run-mvjj6udb-1789workflow paused, state held

Side-by-side comparison

Incoming TPA-52079 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52079incoming	#1MBR-037835Katherine Knight 0.833 rec. Best evidence: NameDate of birth
Name	Katherine Knight Knight, Katherine	Katherine Knight
Date of birth	2001-03-26 03/26/2001	2001-03-26
Member ID	—	UHC-38850-15
SSN	— •••-••--	•••-••-0649
Phone	— NULL	8915077707
Email	— null	—
Address	—	7895 Willow Ct
City / state / ZIP	— NULL	Plano, TX, 75049
Group	— NULL	GRP-5539
Plan	— UNKNOWN	SELECT-EPO
Sources, records	TPA1 record	CLM ×1ENR ×1PRV ×13 records

Evidence detail

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

▶#1MBR-037835Katherine Knight0.83

Matched against CLM-404753, 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-404753Katherine Knight2001-03-26Rule 0.99
ENRENR-106257Katherine Knight2001-03-26Rule 0.99
PRVPRV-21381Katherine Knight2001-03-26Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551d9c3a8144
Escalated TPA-52079, top score 0.83, candidates MBR-037835

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 Katherine KnightMBR-037835, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-52079 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-mvjj6udb-1789
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001721
Opened: 2026-10-22 12:43:43
Top score: 0.83