Steward case

CASE-001324

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

OpenCheckpointckpt-run-mvjj6udb-5023workflow paused, state held

Side-by-side comparison

Incoming TPA-50741 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50741incoming	#1MBR-031331Jacqueline Taylor 0.833 rec. Best evidence: NameDate of birth
Name	Jacqueline Taylor	Jacqueline O Taylor
Date of birth	1976-10-27 27-10-1976	1976-10-27
Member ID	—	UHC-96049-80
SSN	— •••-••-NULL	•••-••-9777
Phone	— null	7627289069
Email	jacqueline.taylor@aol.com	—
Address	— null	2794 Oak St
City / state / ZIP	— -	Houston, TX, 77014
Group	GRP-6789	GRP-6789
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	TPA ×1ENR ×23 records

Evidence detail

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

▶#1MBR-031331Jacqueline Taylor0.83

Matched against TPA-50742, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-50742Jacquelie Taylor1976-10-27Scored 1.00
ENRENR-102234Jacqueline Taylor1976-10-27Scored 1.00
ENRENR-102233Jacqueline Taylor1976-10-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55eaa139fee9
Escalated TPA-50741, top score 0.83, candidates MBR-031331

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 Jacqueline TaylorMBR-031331, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-50741 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-5023
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-004675
Opened: 2026-10-22 12:43:43
Top score: 0.83