Steward case

CASE-000735

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

OpenCheckpointckpt-run-mvjj6udb-2479workflow paused, state held

Side-by-side comparison

Incoming TPA-55629 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55629incoming	#1MBR-002417Matthew Phillips 0.832 rec. Best evidence: NameDate of birth
Name	Matthew Phillips	Matthew B Phillips
Date of birth	1974-09-16 09/16/74	1974-09-16
Member ID	— -	UHC-56067-41
SSN	— •••-••--	•••-••-0220
Phone	—	3757864725
Email	— -	matthew.phillips53@aol.com
Address	—	9725 Jefferson Ave
City / state / ZIP	— null, UNKNOWN, -	Austin, TX, 78755
Group	— UNKNOWN	GRP-7397
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-002417Matthew Phillips0.83

Matched against CLM-412806, 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

CLMCLM-412806Matthew Phillips1974-09-16Scored 1.00
ENRENR-116824Matthew Phillips1974-09-16Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55434fbc1d9e
Escalated TPA-55629, top score 0.83, candidates MBR-002417

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 Matthew PhillipsMBR-002417, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-55629 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-2479
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002360
Opened: 2026-10-22 12:43:43
Top score: 0.83