Steward case

CASE-000609

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

OpenCheckpointckpt-run-mvjj6udb-89846workflow paused, state held

Side-by-side comparison

Incoming TPA-51375 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51375incoming	#1MBR-001931Samantha Watson 0.831 rec. Best evidence: NameDate of birth	#2MBR-009542Jona Watson 0.631 rec. Best evidence: none ≥ 0.90
Name	Sam Watson	Samantha Watson	Jona Watson
Date of birth	1998-11-08	1998-11-08	1998-11-06
Member ID	—	UHC-51081-81	UHC-11397-20
SSN	— •••-••--	•••-••-2906	•••-••-0153
Phone	—	6914193597	7533333706
Email	—	samantha.watson@gmail.com	joan.watson1@yahoo.com
Address	—	3602 Ocean Ave	—
City / state / ZIP	— NULL , null	Phoenix, AZ, 85006	—
Group	— null	GRP-0244	GRP-0358
Plan	CHOICE-PLUS-PPO	NAVIGATE-HMO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-001931Samantha Watson0.83

Matched against CLM-403200, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%	nickname
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-403200Samantha Watson1998-11-08Single record 1.00

▶#2MBR-009542Jona Watson0.63

Matched against ENR-115970, 2 fields compared, weighted score 0.633

Field	Similarity	Weight	Share	Note
Name	0.77	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-115970Jona Watson1998-11-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553e959bac97
Escalated TPA-51375, top score 0.83, candidates MBR-001931, MBR-009542

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 Samantha WatsonMBR-001931, score 0.83, 1 recordLinkLink to Jona WatsonMBR-009542, score 0.63, 1 recordLinkConfirm as a distinct identityTPA-51375 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-89846
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044669
Opened: 2026-10-22 12:43:43
Top score: 0.83