Steward case

CASE-000679

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

OpenCheckpointckpt-run-mvjj6udb-81848workflow paused, state held

Side-by-side comparison

Incoming TPA-56091 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56091incoming	#1MBR-018688Katherine Porter 0.832 rec. Best evidence: NameDate of birth
Name	Katherine Porter	Katherine N Porter
Date of birth	1945-05-01 5/1/1945	1945-05-01
Member ID	— N/A	UHC-30660-13
SSN	— •••-••--	•••-••-3466
Phone	— N/A	7955121059
Email	—	—
Address	— -	8266 Lincoln Way
City / state / ZIP	— N/A, -, N/A	Eden Prairie, MN, 55386
Group	— NULL	GRP-2190
Plan	—	SELECT-EPO
Sources, records	TPA1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-018688Katherine Porter0.83

Matched against CLM-413857, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-413857Kate Porter1945-05-01Rule 0.99
PRVPRV-24015Katherine Porter1945-05-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f9b7eac03f
Escalated TPA-56091, top score 0.83, candidates MBR-018688

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 Katherine PorterMBR-018688, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-56091 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-81848
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042778
Opened: 2026-10-22 12:43:43
Top score: 0.83