Steward case

CASE-000826

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

OpenCheckpointckpt-run-mvfoap9e-2825workflow paused, state held

Side-by-side comparison

Incoming TPA-63624 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63624incoming	#1MBR-028054Pamela Wheeler 0.833 rec. Best evidence: NameDate of birth
Name	Pamela Wheeler Wheeler, Pamela	Pamela L Wheeler
Date of birth	1971-02-19	1971-02-19
Member ID	— N/A	UHC-85700-76
SSN	—	—
Phone	— UNKNOWN	9095926975
Email	— N/A	—
Address	— -	8244 Park Pl
City / state / ZIP	— UNKNOWN, -	Chandler, AZ, 85270
Group	GRP-4531	GRP-4531
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×2PRV ×13 records

Evidence detail

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

▶#1MBR-028054Pamela Wheeler0.83

Matched against CLM-430826, 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-430826Pamela Wheeler1971-02-19Rule 0.99
PRVPRV-29020Pamela Wheeler1971-02-19Rule 0.99
CLMCLM-430827Pamela Wheeler1971-02-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c8ad4832f6
Escalated TPA-63624, top score 0.83, candidates MBR-028054

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 Pamela WheelerMBR-028054, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-63624 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-2825
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002688
Opened: 2026-10-19 19:54:36
Top score: 0.83