Steward case

CASE-001214

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

OpenCheckpointckpt-run-mvjj6udb-72046workflow paused, state held

Side-by-side comparison

Incoming TPA-52789 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52789incoming	#1MBR-004133Philip Barry 0.831 rec. Best evidence: NameDate of birth
Name	Philip Berry	Philip Z Barry
Date of birth	1944-09-03	1944-09-03
Member ID	— null	UHC-06254-11
SSN	— •••-••-UNKNOWN	•••-••-7192
Phone	— N/A	3583435972
Email	— null	philip.berry86@aol.com
Address	— NULL	1544 Pine Dr
City / state / ZIP	— N/A	Sacramento, CA, 95812
Group	— NULL	GRP-5933
Plan	— NULL	SELECT-EPO
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-004133Philip Barry0.83

Matched against ENR-108260, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.93	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-108260Philip Barry1944-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552d5d3fc409
Escalated TPA-52789, top score 0.83, candidates MBR-004133

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 Philip BarryMBR-004133, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-52789 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-72046
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040126
Opened: 2026-10-22 12:43:43
Top score: 0.83