Steward case

CASE-001039

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

OpenCheckpointckpt-run-mvjj6udb-23279workflow paused, state held

Side-by-side comparison

Incoming TPA-60458 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60458incoming	#1MBR-003571Aisha Carlson 0.831 rec. Best evidence: NameDate of birth
Name	Aisha Carlson	Aisha Carlson
Date of birth	1971-06-04 Jun 4, 1971	1971-06-04
Member ID	— NULL	UHC-64556-32
SSN	—	•••-••-5146
Phone	— NULL	8188126853
Email	— N/A	—
Address	— UNKNOWN	9032 Hillcrest Rd
City / state / ZIP	— NULL, NULL, N/A	Phoenix, AZ, 85086
Group	—	GRP-3992
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-003571Aisha Carlson0.83

Matched against ENR-131105, 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-131105Aisha Carlson1971-06-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559f0ba363d4
Escalated TPA-60458, top score 0.83, candidates MBR-003571

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 Aisha CarlsonMBR-003571, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-60458 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-23279
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018624
Opened: 2026-10-22 12:43:43
Top score: 0.83