Steward case

CASE-000634

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

OpenCheckpointckpt-run-mvjj6udb-61584workflow paused, state held

Side-by-side comparison

Incoming TPA-50791 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50791incoming	#1MBR-020446Carlos Wood 0.833 rec. Best evidence: NameDate of birth
Name	Carlos Wood	Carlos Wood
Date of birth	2002-12-16 12/16/2002	2002-12-16
Member ID	—	UHC-66810-53
SSN	— •••-••-UNKNOWN	—
Phone	3508565529 350-856-5529	—
Email	—	—
Address	— N/A	7823 Market St
City / state / ZIP	— , UNKNOWN	Eden Prairie, MN
Group	GRP-3210	GRP-3210
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×33 records

Evidence detail

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

▶#1MBR-020446Carlos Wood0.83

Matched against CLM-401819, 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-401819Carlos Wood2002-12-16Rule 0.99
CLMCLM-401817Carlos Wood2002-12-16Scored 0.93
CLMCLM-401818Carlos Wood2002-12-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556a624236e5
Escalated TPA-50791, top score 0.83, candidates MBR-020446

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 Carlos WoodMBR-020446, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-50791 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-61584
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036746
Opened: 2026-10-22 12:43:43
Top score: 0.83