Steward case

CASE-000897

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

OpenCheckpointckpt-run-mvjj6udb-69215workflow paused, state held

Side-by-side comparison

Incoming TPA-61124 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61124incoming	#1MBR-017621Martha Hernandez 0.832 rec. Best evidence: NameDate of birth
Name	Martha Hernandez	Martha Hernandez
Date of birth	1984-01-07 1/7/1984	1984-01-07
Member ID	— N/A	UHC-57008-52
SSN	—	—
Phone	— NULL	—
Email	— N/A	—
Address	—	—
City / state / ZIP	— NULL, N/A, UNKNOWN	—
Group	— NULL	GRP-1938
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-017621Martha Hernandez0.83

Matched against CLM-425218, 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-425218Martha Hernandez1984-01-07Rule 0.99
CLMCLM-425219Martha Hernandez1984-01-07Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55679d3727be
Escalated TPA-61124, top score 0.83, candidates MBR-017621

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 Martha HernandezMBR-017621, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-61124 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-69215
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039285
Opened: 2026-10-22 12:43:43
Top score: 0.83