Steward case

CASE-000798

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

OpenCheckpointckpt-run-mvjj6udb-39488workflow paused, state held

Side-by-side comparison

Incoming TPA-64172 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64172incoming	#1MBR-020677Jesse Coleman 0.833 rec. Best evidence: NameDate of birth
Name	Jesse Coleman	Jesse Coleman
Date of birth	1983-02-04 Feb 4, 1983	1983-02-04
Member ID	—	UHC-37560-46
SSN	— •••-••-UNKNOWN	•••-••-5628
Phone	— null	3459386945
Email	— UNKNOWN	jesse.coleman@gmail.com
Address	— NULL	8018 Camelback Rd
City / state / ZIP	— N/A, N/A	Phoenix, AZ, 85043
Group	— N/A	GRP-9045
Plan	—	CORE-HMO
Sources, records	TPA1 record	PRV ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-020677Jesse Coleman0.83

Matched against PRV-29387, 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

PRVPRV-29387Jesse Coleman1983-02-04Scored 0.99
CLMCLM-432098Jesse Coleman1983-02-04Rule 0.99
ENRENR-142135Jesse Coeman1983-02-04Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55cc68a8be40
Escalated TPA-64172, top score 0.83, candidates MBR-020677

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 Jesse ColemanMBR-020677, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-64172 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-39488
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027751
Opened: 2026-10-22 12:43:43
Top score: 0.83