Steward queue/CASE-000959
Steward case

CASE-000959

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

OpenCheckpointckpt-run-mvfoap9e-66991workflow paused, state held

Side-by-side comparison

Incoming TPA-50598 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

FieldTPATPA-50598incoming
#1MBR-003218Andrea McDonald
0.832 rec.
Best evidence: NameDate of birth
NameAndrea McDonaldAndrea R McDonald
Date of birth1960-02-20
02/20/60
1960-02-20
Member ID—
N/A
UHC-37874-98
SSN—•••-••-7927
Phone—
NULL
7022642104
Emailandrea.mcdonald@gmail.comandrea.mcdonald@gmail.com
Address8541 Camelback Rd6585 Park Pl
City / state / ZIPTempe, AZ, 85238
Tempe, Arizona, 85238
Nashville, TN, 37270
Group—GRP-4440
PlanCHOICE-PLUS-PPOCHOICE-PLUS-PPO
Sources, recordsTPA1 recordENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-003218Andrea McDonald0.83
Matched against CLM-401365, 2 fields compared, weighted score 0.830
FieldSimilarityWeightShareNote
Name1.00350%
Date of birth1.00350%exact
Guard: No identifier agreesConflicts: none
Records in this identity

Case audit

Every transition on this case, sealed into the hash chain

  1. Steward case openedEscalation agent2026-10-19 19:54:393bc476aee2
    Escalated TPA-50598, top score 0.83, candidates MBR-003218

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
At least 8 characters (0/8)
ActorJ. Okafor (Data Stewardship)
Choose an option
Checkpoint
ckpt-run-mvfoap9e-66991
Stage
Human steward
Policy version
v1, threshold 0.85, floor 0.6
Provisional identity
MBR-038585
Opened
2026-10-19 19:54:36
Top score
0.83