Steward case

CASE-000582

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

OpenCheckpointckpt-run-mvjj6udb-74384workflow paused, state held

Side-by-side comparison

Incoming TPA-61112 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61112incoming	#1MBR-001825Brian Morgan 0.832 rec. Best evidence: NameDate of birth
Name	Bryan Morgan	Brian Morgan
Date of birth	1998-03-16	1998-03-16
Member ID	— UNKNOWN	—
SSN	— •••-••-null	•••-••-9921
Phone	—	3952226884
Email	— null	—
Address	— UNKNOWN	9619 Maple Ave
City / state / ZIP	— UNKNOWN, N/A	Los Angeles, CA, 90072
Group	GRP-0655	GRP-0655
Plan	—	CORE-HMO
Sources, records	TPA1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-001825Brian Morgan0.83

Matched against TPA-61111, 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

TPATPA-61111Bryan Morgan1998-03-16Scored 0.98
TPATPA-61110Brian Morgan1998-03-16Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b1b7628ae2
Escalated TPA-61112, top score 0.83, candidates MBR-001825

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 Brian MorganMBR-001825, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-61112 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-74384
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040814
Opened: 2026-10-22 12:43:43
Top score: 0.83