Steward case

CASE-000686

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

OpenCheckpointckpt-run-mvjj6udb-57849workflow paused, state held

Side-by-side comparison

Incoming TPA-51942 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51942incoming	#1MBR-002244Sandra Porter 0.833 rec. Best evidence: NameDate of birth
Name	Sandra Porter	Sandra Porter
Date of birth	1942-10-01 10/1/1942	1942-10-01
Member ID	—	UHC-18433-35
SSN	— •••-••--	•••-••-1807
Phone	—	2972310843
Email	— NULL	sandra.porter@outlook.com
Address	— -	2639 Church St
City / state / ZIP	— -, null	Los Angeles, CA, 90016
Group	— UNKNOWN	GRP-2611
Plan	— N/A	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-002244Sandra Porter0.83

Matched against CLM-404460, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-404460Sandra Portar1942-10-01Rule 0.99
ENRENR-105884Sandra Porter1942-10-01Rule 0.99
ENRENR-105885Sandra Porter1942-10-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551084f196a7
Escalated TPA-51942, top score 0.83, candidates MBR-002244

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 Sandra PorterMBR-002244, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-51942 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-57849
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035447
Opened: 2026-10-22 12:43:43
Top score: 0.83