Steward case

CASE-000838

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

OpenCheckpointckpt-run-mvjj6udb-2863workflow paused, state held

Side-by-side comparison

Incoming TPA-59197 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59197incoming	#1MBR-017282Denise Lucas 0.834 rec. Best evidence: NameDate of birth
Name	Denise Lucas	Denise J Lucas
Date of birth	1997-06-10	1997-06-10
Member ID	—	UHC-21721-41
SSN	— •••-••-UNKNOWN	—
Phone	—	—
Email	— -	—
Address	— null	1042 Sunset Blvd
City / state / ZIP	— UNKNOWN	Tampa, FL, 33607
Group	— UNKNOWN	GRP-6446
Plan	— null	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×2TPA ×24 records

Evidence detail

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

▶#1MBR-017282Denise Lucas0.83

Matched against CLM-420921, 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-420921Denise Lucas1997-06-10Rule 0.96
TPATPA-59198Denise Lucas1997-06-10Scored 1.00
CLMCLM-420922Denise LucasRule 0.96
TPATPA-59196Denise Lucas1997-06-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559d51c1dc14
Escalated TPA-59197, top score 0.83, candidates MBR-017282

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 Denise LucasMBR-017282, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-59197 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-2863
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-002725
Opened: 2026-10-22 12:43:43
Top score: 0.83