Steward case

CASE-000573

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

OpenCheckpointckpt-run-mvjj6udb-15508workflow paused, state held

Side-by-side comparison

Incoming TPA-61155 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61155incoming	#1MBR-001777Bruce Evans 0.833 rec. Best evidence: NameDate of birth
Name	Bruce U Evans	Bruce U Evans
Date of birth	1946-06-09	1946-06-09
Member ID	— NULL	UHC-11065-29
SSN	—	•••-••-7272
Phone	—	4119456514
Email	— NULL	bruce.evans70@gmail.com
Address	— UNKNOWN	2759 Spring St
City / state / ZIP	— null, -	Charlotte, NC, 28204
Group	—	GRP-0570
Plan	—	CORE-HMO
Sources, records	TPA1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-001777Bruce Evans0.83

Matched against CLM-425270, 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-425270Bruce Evans1946-06-09Scored 1.00
CLMCLM-425271Bruce Evans1946-06-09Scored 1.00
ENRENR-133058Bruce EvansScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fa9b45faa0
Escalated TPA-61155, top score 0.83, candidates MBR-001777

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 Bruce EvansMBR-001777, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-61155 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-15508
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013216
Opened: 2026-10-22 12:43:43
Top score: 0.83