Steward case

CASE-000669

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

OpenCheckpointckpt-run-mvfoap9e-65388workflow paused, state held

Side-by-side comparison

Incoming TPA-60875 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60875incoming	#1MBR-005842Helen Weclh 0.832 rec. Best evidence: NameDate of birth
Name	Helen Welch	Helen G Weclh
Date of birth	1953-04-03 Apr 3, 1953	1953-04-03
Member ID	— -	UHC-00293-49
SSN	— •••-••-UNKNOWN	—
Phone	— UNKNOWN	8955709808
Email	— NULL	helen.welch54@icloud.com
Address	2008 Jefferson Ave	2008 Jefferson Ave
City / state / ZIP	Tucson, AZ TUCSON, AZ , UNKNOWN	Tucson, AZ, 85766
Group	—	GRP-1207
Plan	— null	SELECT-EPO
Sources, records	TPA1 record	PRV ×1CLM ×12 records

Evidence detail

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

▶#1MBR-005842Helen Weclh0.83

Matched against CLM-424641, 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

PRVPRV-27248Helen Weclh1953-04-03Scored 0.99
CLMCLM-424641Helen Welch1953-04-03Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3955d6c5484c
Escalated TPA-60875, top score 0.83, candidates MBR-005842

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 Helen WeclhMBR-005842, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-60875 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-65388
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038059
Opened: 2026-10-19 19:54:36
Top score: 0.83