Steward case

CASE-000871

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

OpenCheckpointckpt-run-mvfoap9e-38463workflow paused, state held

Side-by-side comparison

Incoming TPA-58076 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58076incoming	#1MBR-036987Teressa Yang 0.831 rec. Best evidence: NameDate of birth	#2MBR-030334Martha Young 0.601 rec. Best evidence: none ≥ 0.90
Name	Teresa Yang	Teressa Yang	Martha Young
Date of birth	2006-01-17 17-01-2006	2006-01-17	2006-09-17
Member ID	UHC-39400-12	—	—
SSN	— •••-••-NULL	—	—
Phone	—	—	—
Email	— null	teresa.yang@icloud.com	—
Address	— N/A	3126 Bayshore Dr	—
City / state / ZIP	— -, null	Nashville, TN, 37242	—
Group	—	—	—
Plan	— NULL	—	—
Sources, records	TPA1 record	PRV ×11 record	CLM ×11 record

Evidence detail

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

▶#1MBR-036987Teressa Yang0.83

Matched against PRV-25428, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-25428Teressa Yang2006-01-17Single record 1.00

▶#2MBR-030334Martha Young0.60

Matched against CLM-406674, 2 fields compared, weighted score 0.603

Field	Similarity	Weight	Share	Note
Name	0.71	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-406674Martha Young2006-09-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392a1918553f
Escalated TPA-58076, top score 0.83, candidates MBR-036987, MBR-030334

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 Teressa YangMBR-036987, score 0.83, 1 recordLinkLink to Martha YoungMBR-030334, score 0.60, 1 recordLinkConfirm as a distinct identityTPA-58076 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-38463
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027265
Opened: 2026-10-19 19:54:36
Top score: 0.83