Steward case

CASE-000572

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

OpenCheckpointckpt-run-mvjj6udb-62166workflow paused, state held

Side-by-side comparison

Incoming TPA-50442 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50442incoming	#1MBR-005993Mary Wlilis 0.833 rec. Best evidence: NameDate of birth
Name	Mary Willis	Mary Wlilis
Date of birth	1939-06-26	1939-06-26
Member ID	— UNKNOWN	UHC-39266-51
SSN	— •••-••-NULL	•••-••-5389
Phone	—	3363589981
Email	mary.willis63@outlook.com	—
Address	1470 Apache Blvd	1470 Apache Blvd
City / state / ZIP	Austin, TX, 78705	Austin, TX, 78705
Group	—	GRP-1982
Plan	—	CORE-HMO
Sources, records	TPA1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-005993Mary Wlilis0.83

Matched against CLM-400966, 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-101271Mary Wlilis1939-06-26Rule 0.99
CLMCLM-400966Mary Willis1939-06-26Rule 0.99
CLMCLM-400965Mary Wilils1939-06-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554adc59e9e3
Escalated TPA-50442, top score 0.83, candidates MBR-005993

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 Mary WlilisMBR-005993, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-50442 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-62166
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036949
Opened: 2026-10-22 12:43:43
Top score: 0.83