Steward case

CASE-000707

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

OpenCheckpointckpt-run-mvfoap9e-85330workflow paused, state held

Side-by-side comparison

Incoming TPA-52991 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52991incoming	#1MBR-034096Patricia Hart 0.834 rec. Best evidence: NameDate of birth
Name	Pat Hart	Patricia Hart
Date of birth	1974-05-14	1974-05-14
Member ID	—	UHC-97214-71
SSN	—	•••-••-1869
Phone	— N/A	2888272392
Email	— null	patricia.hart@gmail.com
Address	—	6473 Jefferson Ave
City / state / ZIP	— null, -, -	Phoenix, AZ, 85018
Group	GRP-9259	GRP-9259
Plan	— N/A	CORE-HMO
Sources, records	TPA1 record	ENR ×2CLM ×24 records

Evidence detail

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

▶#1MBR-034096Patricia Hart0.83

Matched against ENR-108894, 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

ENRENR-108894Patricia Hart1974-05-14Rule 0.99
ENRENR-108893Patricia Hart1974-05-14Rule 0.99
CLMCLM-406806Patty Hart1974-05-14Scored 0.94
CLMCLM-406807Patricia Hart1974-05-14Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b392d86de6
Escalated TPA-52991, top score 0.83, candidates MBR-034096

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 Patricia HartMBR-034096, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-52991 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-85330
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043638
Opened: 2026-10-19 19:54:36
Top score: 0.83