Steward case

CASE-000931

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

OpenCheckpointckpt-run-mvjj6udb-51304workflow paused, state held

Side-by-side comparison

Incoming TPA-55222 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55222incoming	#1MBR-020318Patrick Le 0.835 rec. Best evidence: NameDate of birth
Name	Patrick Le	Patrick Le
Date of birth	2007-07-13 7/13/2007	2007-07-13
Member ID	— -	UHC-86550-30
SSN	— •••-••-NULL	•••-••-9618
Phone	— NULL	7813629188
Email	— null	patrick.le@yahoo.com
Address	— N/A	5819 Washington St
City / state / ZIP	— -, UNKNOWN	Gilbert, AZ
Group	GRP-8650	GRP-8650
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×3ENR ×25 records

Evidence detail

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

▶#1MBR-020318Patrick Le0.83

Matched against CLM-411844, 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-411844Patrick Le2007-07-13Rule 0.97
ENRENR-115605Pat Le2007-07-13Rule 0.99
CLMCLM-411842Patrick Le2007-07-13Rule 0.99
CLMCLM-411843Patrick Le2007-07-13Rule 0.99
ENRENR-115604Patrick Le2007-07-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f76c66d520
Escalated TPA-55222, top score 0.83, candidates MBR-020318

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 Patrick LeMBR-020318, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-55222 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-51304
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032953
Opened: 2026-10-22 12:43:43
Top score: 0.83