Steward case

CASE-001212

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

OpenCheckpointckpt-run-mvjj6udb-41291workflow paused, state held

Side-by-side comparison

Incoming TPA-53401 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53401incoming	#1MBR-004129Betty Boyd 0.833 rec. Best evidence: NameDate of birth
Name	Betty Boyd	Betty E Boyd
Date of birth	2001-09-14	2001-09-14
Member ID	— -	UHC-00389-04
SSN	— •••-••-NULL	•••-••-5329
Phone	— NULL	5054181973
Email	— -	betty.boyd@yahoo.com
Address	— -	1692 Sage Ct
City / state / ZIP	— NULL, NULL, N/A	Mesa, AZ, 85280
Group	— N/A	GRP-2265
Plan	—	NAVIGATE-HMO
Sources, records	TPA1 record	TPA ×1ENR ×1CLM ×13 records

Evidence detail

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

▶#1MBR-004129Betty Boyd0.83

Matched against TPA-53402, 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

TPATPA-53402Betty Boyd2001-09-14Scored 1.00
ENRENR-110163Betty Boyd2001-09-14Scored 0.94
CLMCLM-407737Betty Boyd2001-09-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ac2e25298e
Escalated TPA-53401, top score 0.83, candidates MBR-004129

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 Betty BoydMBR-004129, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-53401 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-41291
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028621
Opened: 2026-10-22 12:43:43
Top score: 0.83