Steward case

CASE-001043

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

OpenCheckpointckpt-run-mvfoap9e-95128workflow paused, state held

Side-by-side comparison

Incoming TPA-53658 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53658incoming	#1MBR-033823Shirley Hamilton 0.832 rec. Best evidence: NameDate of birth
Name	Shirley Hamilton Hamilton, Shirley	Shirley M Hamilton
Date of birth	1967-04-03	1967-04-03
Member ID	—	UHC-08692-04
SSN	—	•••-••-6407
Phone	— N/A	—
Email	— UNKNOWN	—
Address	7867 Canyon Rd	5292 Canyon Rd
City / state / ZIP	Jacksonville, FL, 32207 Jacksonville, Florida, 32207	Tempe, AZ, 85253
Group	GRP-7388	GRP-7388
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
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-033823Shirley Hamilton0.83

Matched against CLM-408334, 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

CLMCLM-408334Shirley Hamilton1967-04-03Rule 0.99
ENRENR-110995Shirley Hamilton1967-04-03Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392dd14efb31
Escalated TPA-53658, top score 0.83, candidates MBR-033823

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 Shirley HamiltonMBR-033823, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-53658 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-mvfoap9e-95128
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045835
Opened: 2026-10-19 19:54:36
Top score: 0.83