Steward case

CASE-001134

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

OpenCheckpointckpt-run-mvfoap9e-37216workflow paused, state held

Side-by-side comparison

Incoming TPA-55641 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55641incoming	#1MBR-042731Wayne Roberts 0.831 rec. Best evidence: NameDate of birth
Name	Wayne Z Roberts WAYNE Z. ROBERTS	Wayne Z Roberts
Date of birth	1945-06-20 19450620	1945-06-20
Member ID	— NULL	UHC-07588-16
SSN	— •••-••--	—
Phone	—	—
Email	— -	wayne.roberts48@proton.me
Address	9421 Oak St 9421 Oak Street	—
City / state / ZIP	Plano, TX, 75072	—
Group	GRP-0103	—
Plan	MEDICARE-ADV-A	—
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-042731Wayne Roberts0.83

Matched against CLM-412831, 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-412831Wayne Roberts1945-06-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390e5b7ce39f
Escalated TPA-55641, top score 0.83, candidates MBR-042731

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 Wayne RobertsMBR-042731, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-55641 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-37216
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026644
Opened: 2026-10-19 19:54:36
Top score: 0.83