Steward case

CASE-000751

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

OpenCheckpointckpt-run-mvjj6udb-42111workflow paused, state held

Side-by-side comparison

Incoming TPA-54459 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54459incoming	#1MBR-023918Charles Rice 0.832 rec. Best evidence: NameDate of birth
Name	Charles Rice	Charles Rice
Date of birth	1953-09-09	1953-09-09
Member ID	—	—
SSN	•••-••-5565	—
Phone	— N/A	—
Email	— NULL	charles.rice2@gmail.com
Address	— null	8697 Main St
City / state / ZIP	—	Jacksonville, FL, 32245
Group	— null	—
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-023918Charles Rice0.83

Matched against TPA-54460, 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

TPATPA-54460Chuck Rice1953-09-09Scored 1.00
TPATPA-54458Charles Rice1953-09-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f9abc12506
Escalated TPA-54459, top score 0.83, candidates MBR-023918

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 Charles RiceMBR-023918, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-54459 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-42111
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029000
Opened: 2026-10-22 12:43:43
Top score: 0.83