Steward case

CASE-001262

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

OpenCheckpointckpt-run-mvjj6udb-29284workflow paused, state held

Side-by-side comparison

Incoming TPA-54056 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54056incoming	#1MBR-004385Teresa Williamson 0.834 rec. Best evidence: NameDate of birth
Name	Teresa Williamson	Teresa Williamson
Date of birth	1981-01-26	1981-01-26
Member ID	— NULL	UHC-54512-54
SSN	— •••-••-N/A	—
Phone	— NULL	4142162987
Email	— UNKNOWN	teresa.williamson6@aol.com
Address	— -	2913 Lincoln Way
City / state / ZIP	— NULL, null	Dallas, TX, 75257
Group	— -	GRP-6578
Plan	— NULL	SELECT-EPO
Sources, records	TPA1 record	CLM ×1ENR ×1PRV ×24 records

Evidence detail

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

▶#1MBR-004385Teresa Williamson0.83

Matched against CLM-409350, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-409350Teersa Williamson1981-01-26Rule 0.99
ENRENR-112310Teresa Williamson1981-01-26Rule 0.99
PRVPRV-22740Teresa Williamson1981-01-26Rule 0.99
PRVPRV-22741Teresa Williamson1981-01-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5519c53402cc
Escalated TPA-54056, top score 0.83, candidates MBR-004385

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 Teresa WilliamsonMBR-004385, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-54056 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-29284
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022341
Opened: 2026-10-22 12:43:43
Top score: 0.83