Steward case

CASE-000847

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

OpenCheckpointckpt-run-mvfoap9e-39812workflow paused, state held

Side-by-side comparison

Incoming TPA-59384 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59384incoming	#1MBR-045604Benjamin Dean 0.831 rec. Best evidence: NameDate of birth	#2MBR-028246Benjamin Dean 0.801 rec. Best evidence: NamePhone
Name	Ben Dean	Benjamin Dean	Benjamin Dean
Date of birth	1952-07-17	1952-07-17	1953-07-17
Member ID	— NULL	—	—
SSN	— •••-••-UNKNOWN	—	—
Phone	6039561652 (603) 956-1652	—	6039561652
Email	—	—	—
Address	—	2589 Church St	2589 Church St
City / state / ZIP	— NULL, null	Dallas, TX, 75278	Dallas, TX, 75278
Group	—	—	—
Plan	— NULL	—	—
Sources, records	TPA1 record	CLM ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-045604Benjamin Dean0.83

Matched against CLM-421347, 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

CLMCLM-421347Benjamin Dean1952-07-17Single record 1.00

▶#2MBR-028246Benjamin Dean0.80

Matched against TPA-59385, 3 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	1.00	3	40%	nickname
Date of birth	0.50	3	40%	one_digit
Phone	1.00	1.5	20%

Guard: noneConflicts: none

Records in this identity

TPATPA-59385Benjamin Dean1953-07-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39645c9881a7
Escalated TPA-59384, top score 0.83, candidates MBR-045604, MBR-028246

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 Benjamin DeanMBR-045604, score 0.83, 1 recordLinkLink to Benjamin DeanMBR-028246, score 0.80, 1 recordLinkConfirm as a distinct identityTPA-59384 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-39812
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027908
Opened: 2026-10-19 19:54:36
Top score: 0.83