Steward case

CASE-000947

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

OpenCheckpointckpt-run-mvjj6udb-84283workflow paused, state held

Side-by-side comparison

Incoming TPA-51079 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51079incoming	#1MBR-028003Lucia Hansen 0.833 rec. Best evidence: NameDate of birth	#2MBR-012586Russell Hanson 0.622 rec. Best evidence: none ≥ 0.90
Name	Lucia Hansen	Lucia Hansen	Russell D Hanson
Date of birth	1985-01-22	1985-01-22	1985-01-02
Member ID	—	UHC-40817-20	UHC-81301-92
SSN	—	•••-••-8322	•••-••-3323
Phone	— UNKNOWN	3357434090	2769779484
Email	—	lucia.hansen@outlook.com	russell.hanson@gmail.com
Address	— null	671 Maple Ave	6997 Hillcrest Rd
City / state / ZIP	— N/A,	Mesa, AZ, 85293	Dallas, TX, 75275
Group	—	GRP-9331	GRP-6692
Plan	— N/A	CORE-HMO	SELECT-EPO
Sources, records	TPA1 record	ENR ×1CLM ×1TPA ×13 records	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-028003Lucia Hansen0.83

Matched against ENR-103258, 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-103258Lucia Hansen1985-01-22Scored 1.00
CLMCLM-402545Lucia Hansen1985-01-22Scored 1.00
TPATPA-51080Lucia Hansen1985-01-22Scored 1.00

▶#2MBR-012586Russell Hanson0.62

Matched against ENR-140947, 2 fields compared, weighted score 0.620

Field	Similarity	Weight	Share	Note
Name	0.74	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-431182Russell Hannson1985-01-02Rule 0.99
ENRENR-140947Russell Hanson1985-01-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555e2fb64bc5
Escalated TPA-51079, top score 0.83, candidates MBR-028003, MBR-012586

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 Lucia HansenMBR-028003, score 0.83, 3 recordsLinkLink to Russell HansonMBR-012586, score 0.62, 2 recordsLinkConfirm as a distinct identityTPA-51079 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-84283
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043380
Opened: 2026-10-22 12:43:43
Top score: 0.83