Steward case

CASE-000992

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

OpenCheckpointckpt-run-mvjj6udb-97203workflow paused, state held

Side-by-side comparison

Incoming TPA-61527 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61527incoming	#1MBR-010764Natalie Obrien 0.832 rec. Best evidence: NameDate of birth
Name	Natalie Obrien	Natalie Obrien
Date of birth	1969-07-27 Jul 27, 1969	1969-07-27
Member ID	— null	UHC-10176-82
SSN	—	•••-••-3554
Phone	— null	5435550647
Email	— -	natalie.obrien@icloud.com
Address	— -	5256 Apache Blvd
City / state / ZIP	— N/A	Plano, TX, 75024
Group	GRP-9566	GRP-9566
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-010764Natalie Obrien0.83

Matched against ENR-134161, 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-134161Natalie Obrien1969-07-27Rule 0.99
ENRENR-134160Natalie Obrien1969-07-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555bf47de14a
Escalated TPA-61527, top score 0.83, candidates MBR-010764

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 Natalie ObrienMBR-010764, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-61527 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-97203
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046297
Opened: 2026-10-22 12:43:43
Top score: 0.83