Steward case

CASE-000613

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

OpenCheckpointckpt-run-mvfoap9e-2051workflow paused, state held

Side-by-side comparison

Incoming TPA-57350 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57350incoming	#1MBR-020630Albert Stephens 0.834 rec. Best evidence: NameDate of birth
Name	Albert Stephens	Albert G Stephens
Date of birth	1949-04-17	1949-04-17
Member ID	— null	UHC-81418-55
SSN	— •••-••-NULL	•••-••-5815
Phone	—	2676682075
Email	—	albert.stephens75@hotmail.com
Address	—	2513 Lake View Rd
City / state / ZIP	— N/A, UNKNOWN, NULL	Seattle, WA, 98163
Group	GRP-8528	GRP-8528
Plan	—	CORE-HMO
Sources, records	TPA1 record	CLM ×1ENR ×2PRV ×14 records

Evidence detail

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

▶#1MBR-020630Albert Stephens0.83

Matched against CLM-416696, 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-416696Albert Stephens1949-04-17Scored 1.00
ENRENR-121929Albert Stephens1949-04-17Scored 1.00
PRVPRV-24947Albert Stephens1949-04-17Scored 1.00
ENRENR-121928Albert Stephens1949-04-17Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39dea386b1cb
Escalated TPA-57350, top score 0.83, candidates MBR-020630

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 Albert StephensMBR-020630, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-57350 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-mvfoap9e-2051
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001959
Opened: 2026-10-19 19:54:36
Top score: 0.83