Steward case

CASE-000907

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

OpenCheckpointckpt-run-mvfoap9e-63029workflow paused, state held

Side-by-side comparison

Incoming TPA-53239 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53239incoming	#1MBR-019848Arthur Gilbert 0.832 rec. Best evidence: NameDate of birth	#2MBR-015140Arthur Gilbert 0.741 rec. Best evidence: Name
Name	Arthhur Gilbert	Arthur Gilbert	Arthur Gilbert
Date of birth	1963-09-27	1963-09-27	1962-09-27
Member ID	— N/A	—	UHC-40689-89
SSN	— •••-••-null	•••-••-9797	—
Phone	— -	4344045344	4344045344
Email	— NULL	arthur.gilbert54@proton.me	arthur.gilbert54@proton.me
Address	3720 Sage Ct 3720 Sage Court	—	—
City / state / ZIP	Fresno, CA, 93775	—	—
Group	— UNKNOWN	GRP-9826	GRP-9826
Plan	— UNKNOWN	—	—
Sources, records	TPA1 record	CLM ×1TPA ×12 records	CLM ×11 record

Evidence detail

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

▶#1MBR-019848Arthur Gilbert0.83

Matched against CLM-407363, 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

CLMCLM-407363Arthur Gilbert1963-09-27Scored 1.00
TPATPA-53238Arthur Gilbert1963-09-27Scored 1.00

▶#2MBR-015140Arthur Gilbert0.74

Matched against CLM-407364, 2 fields compared, weighted score 0.744

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-407364Arthur Gilbert1962-09-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399ef2ad3655
Escalated TPA-53239, top score 0.83, candidates MBR-019848, MBR-015140

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 Arthur GilbertMBR-019848, score 0.83, 2 recordsLinkLink to Arthur GilbertMBR-015140, score 0.74, 1 recordLinkConfirm as a distinct identityTPA-53239 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-63029
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037257
Opened: 2026-10-19 19:54:36
Top score: 0.83