Steward case

CASE-001317

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

OpenCheckpointckpt-run-mvfoap9e-55968workflow paused, state held

Side-by-side comparison

Incoming TPA-58400 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58400incoming	#1MBR-004633Emma Mitchell 0.834 rec. Best evidence: NameDate of birth
Name	Emma Mitchell	Emma O Mitchell
Date of birth	1962-01-22	1962-01-22
Member ID	— -	UHC-83138-42
SSN	—	•••-••-4423
Phone	— N/A	—
Email	—	—
Address	—	857 Cedar Ln
City / state / ZIP	— NULL, null, null	Jacksonville, FL, 32235
Group	— NULL	GRP-0288
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×34 records

Evidence detail

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

▶#1MBR-004633Emma Mitchell0.83

Matched against ENR-124953, 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

ENRENR-124953Emma Mitchell1962-01-22Rule 0.99
CLMCLM-418942Emma Mitchell1962-01-22Rule 0.99
CLMCLM-418944Emma Mitchell1962-01-22Rule 0.99
CLMCLM-418943Ema Mitchell1962-01-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390e175c024f
Escalated TPA-58400, top score 0.83, candidates MBR-004633

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 Emma MitchellMBR-004633, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-58400 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-55968
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034740
Opened: 2026-10-19 19:54:36
Top score: 0.83