Steward case

CASE-001137

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

OpenCheckpointckpt-run-mvfoap9e-64045workflow paused, state held

Side-by-side comparison

Incoming TPA-60149 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60149incoming	#1MBR-004043Karen Green 0.833 rec. Best evidence: NameDate of birth	#2MBR-003842Hiroshi Greene 0.633 rec. Best evidence: none ≥ 0.90
Name	Karen Green	Karen Green	Hiroshi Greene
Date of birth	1953-06-27 06/27/53	1953-06-27	1953-06-26
Member ID	— N/A	—	UHC-26275-01
SSN	—	•••-••-3796	•••-••-5842
Phone	—	6726132324	8784622437
Email	— NULL	karen.green49@gmail.com	hiroshi.greene@yahoo.com
Address	—	1578 Camelback Rd	4815 Ridge Rd
City / state / ZIP	— -, null, N/A	Dallas, TX, 75298	Los Angeles, CA, 90009
Group	— -	GRP-6062	GRP-3620
Plan	SELECT-EPO	SELECT-EPO	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×1TPA ×23 records	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-004043Karen Green0.83

Matched against CLM-423096, 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-423096Karen Green1953-06-27Scored 1.00
TPATPA-60148Karen Green1953-06-27Scored 1.00
TPATPA-60147Karen Green1953-06-27Scored 1.00

▶#2MBR-003842Hiroshi Greene0.63

Matched against ENR-132807, 2 fields compared, weighted score 0.630

Field	Similarity	Weight	Share	Note
Name	0.76	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-132807Hiroshi Greene1953-06-26Rule 0.97
CLMCLM-425108Hiroshi Greene1953-06-26Scored 1.00
ENRENR-132808Hiroshi Greene1953-06-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39550b6f6554
Escalated TPA-60149, top score 0.83, candidates MBR-004043, MBR-003842

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 Karen GreenMBR-004043, score 0.83, 3 recordsLinkLink to Hiroshi GreeneMBR-003842, score 0.63, 3 recordsLinkConfirm as a distinct identityTPA-60149 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-64045
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037609
Opened: 2026-10-19 19:54:36
Top score: 0.83