Steward case

CASE-001103

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

OpenCheckpointckpt-run-mvjj6udb-67817workflow paused, state held

Side-by-side comparison

Incoming TPA-59171 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59171incoming	#1MBR-003766Sandra Carlson 0.832 rec. Best evidence: NameDate of birth
Name	Sandra Carlson	Sandra Carlson
Date of birth	1941-04-05	1941-04-05
Member ID	—	—
SSN	—	•••-••-6120
Phone	— null	—
Email	—	sandra.carlson34@outlook.com
Address	— NULL	990 Ocean Ave
City / state / ZIP	— null	Charlotte, NC, 28213
Group	—	GRP-5815
Plan	NAVIGATE-HMO	—
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-003766Sandra Carlson0.83

Matched against CLM-420875, 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-420875Sandra Carlson1941-04-05Rule 0.97
CLMCLM-420876Sandra Carlson1941-04-05Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556d0f8f8137
Escalated TPA-59171, top score 0.83, candidates MBR-003766

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 Sandra CarlsonMBR-003766, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-59171 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-67817
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038842
Opened: 2026-10-22 12:43:43
Top score: 0.83