Steward case

CASE-000657

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

OpenCheckpointckpt-run-mvjj6udb-2220workflow paused, state held

Side-by-side comparison

Incoming TPA-57369 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57369incoming	#1MBR-029270Joseph Stephens 0.831 rec. Best evidence: NameDate of birth
Name	Jsoeph G Stephens	Joseph G Stephens
Date of birth	1976-06-10 Jun 10, 1976	1976-06-10
Member ID	— N/A	UHC-41715-69
SSN	—	•••-••-2967
Phone	— N/A	4562269095
Email	joseph.stephens@aol.com	—
Address	— null	4627 Lake View Rd Apt 16
City / state / ZIP	— UNKNOWN, -	Dallas, TX, 75250
Group	—	GRP-7660
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-029270Joseph Stephens0.83

Matched against ENR-121978, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-121978Joseph Stephens1976-06-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550ccdca7c62
Escalated TPA-57369, top score 0.83, candidates MBR-029270

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 Joseph StephensMBR-029270, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-57369 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-2220
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002119
Opened: 2026-10-22 12:43:43
Top score: 0.83