Steward case

CASE-000620

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

OpenCheckpointckpt-run-mvjj6udb-79757workflow paused, state held

Side-by-side comparison

Incoming TPA-58172 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58172incoming	#1MBR-021463Mark Lynch 0.833 rec. Best evidence: NameDate of birth
Name	Mark W Lynch	Mark Lynch
Date of birth	1997-12-19 12/19/1997	1997-12-19
Member ID	— -	UHC-56090-39
SSN	— •••-••-N/A	•••-••-3539
Phone	—	5903300332
Email	—	mark.lynch@icloud.com
Address	—	5482 Main St
City / state / ZIP	— null, null, N/A	Orlando, FL, 32838
Group	GRP-8255	GRP-8255
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×1TPA ×1ENR ×13 records

Evidence detail

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

▶#1MBR-021463Mark Lynch0.83

Matched against CLM-418519, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-418519Mrk Lynch1997-12-19Rule 0.99
TPATPA-58171Mark Lynch1997-12-19Scored 1.00
ENRENR-124391Mark Lynch1997-12-19Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555461f9f085
Escalated TPA-58172, top score 0.83, candidates MBR-021463

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 Mark LynchMBR-021463, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-58172 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-79757
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042216
Opened: 2026-10-22 12:43:43
Top score: 0.83