Steward case

CASE-000918

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

OpenCheckpointckpt-run-mvfoap9e-39349workflow paused, state held

Side-by-side comparison

Incoming TPA-50357 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50357incoming	#1MBR-002996Wei Patterson 0.834 rec. Best evidence: NameDate of birth
Name	Wei Patterson	Wei Patterson
Date of birth	1949-07-04	1949-07-04
Member ID	— -	UHC-24216-61
SSN	— •••-••-null	•••-••-1087
Phone	—	9183319313
Email	— NULL	—
Address	— UNKNOWN	4830 Elm St
City / state / ZIP	— -, UNKNOWN	San Antonio, TX, 78235
Group	— N/A	GRP-3917
Plan	— NULL	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×1TPA ×24 records

Evidence detail

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

▶#1MBR-002996Wei Patterson0.83

Matched against ENR-101015, 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

ENRENR-101015Wei Patterson1949-07-04Scored 1.00
CLMCLM-400758Wei Patterson1949-07-04Scored 1.00
TPATPA-50355Wei Patterson1949-07-04Scored 1.00
TPATPA-50356Wei Patterson1949-07-04Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396d21601da0
Escalated TPA-50357, top score 0.83, candidates MBR-002996

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 Wei PattersonMBR-002996, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-50357 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-39349
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027681
Opened: 2026-10-19 19:54:36
Top score: 0.83