Steward case

CASE-000919

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

OpenCheckpointckpt-run-mvjj6udb-76292workflow paused, state held

Side-by-side comparison

Incoming TPA-58169 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58169incoming	#1MBR-031982Bruce Jones 0.832 rec. Best evidence: NameDate of birth
Name	Bruce Jones	Bruce Jones
Date of birth	1974-06-19	1974-06-19
Member ID	—	UHC-24551-84
SSN	•••-••-3986	•••-••-3986
Phone	—	4538808599
Email	— N/A	bruce.jones34@yahoo.com
Address	— N/A	6757 Church St
City / state / ZIP	— N/A,	Gilbert, AZ, 85254
Group	—	GRP-9004
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-031982Bruce Jones0.83

Matched against CLM-418513, 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-418513Bruce Jones1974-06-19Rule 0.96
ENRENR-124386Bruce JonesRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553c50014624
Escalated TPA-58169, top score 0.83, candidates MBR-031982

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 Bruce JonesMBR-031982, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-58169 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-76292
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041326
Opened: 2026-10-22 12:43:43
Top score: 0.83