Steward case

CASE-001047

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

OpenCheckpointckpt-run-mvfoap9e-24119workflow paused, state held

Side-by-side comparison

Incoming TPA-63273 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63273incoming	#1MBR-028757Christine Phillips 0.835 rec. Best evidence: NameDate of birth
Name	Christine Phillips	Christine Phillips
Date of birth	1989-02-18	1989-02-18
Member ID	—	UHC-86842-73
SSN	—	•••-••-2635
Phone	—	7283023079
Email	— N/A	christine.phillips@proton.me
Address	— -	3969 Hillcrest Rd
City / state / ZIP	— -	Gilbert, AZ, 85291
Group	—	GRP-8323
Plan	SELECT-EPO	SELECT-EPO
Sources, records	TPA1 record	CLM ×3TPA ×1ENR ×15 records

Evidence detail

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

▶#1MBR-028757Christine Phillips0.83

Matched against CLM-430058, 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-430058Christine Phillips1989-02-18Scored 1.00
TPATPA-63272Chris PhillipsScored 0.91
CLMCLM-430059Christine Phillips1989-02-18Scored 1.00
CLMCLM-430057Christine Phillips1989-02-18Rule 0.99
ENRENR-139418Christine Phillips1989-02-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394be501a32b
Escalated TPA-63273, top score 0.83, candidates MBR-028757

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 Christine PhillipsMBR-028757, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-63273 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-24119
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-019184
Opened: 2026-10-19 19:54:36
Top score: 0.83