Steward case

CASE-000979

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

OpenCheckpointckpt-run-mvjj6udb-89056workflow paused, state held

Side-by-side comparison

Incoming TPA-52126 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52126incoming	#1MBR-003334Chapman Michael 0.832 rec. Best evidence: NameDate of birth
Name	Michael Chappman	Chapman J Michael
Date of birth	1938-11-13	1938-11-13
Member ID	—	UHC-49233-42
SSN	— •••-••-UNKNOWN	•••-••-6420
Phone	— null	9822270990
Email	— NULL	—
Address	5220 Church St	5220 Church St
City / state / ZIP	Atlanta, GA, 30325	Atlanta, GA, 30325
Group	—	GRP-0758
Plan	— null	CORE-HMO
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-003334Chapman Michael0.83

Matched against CLM-404883, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-404883Michael Chapman1938-11-13Scored 0.98
ENRENR-106446Chapman Michael1938-11-13Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a920f72750
Escalated TPA-52126, top score 0.83, candidates MBR-003334

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 Chapman MichaelMBR-003334, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-52126 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-89056
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044493
Opened: 2026-10-22 12:43:43
Top score: 0.83