Steward case

CASE-001393

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

OpenCheckpointckpt-run-mvjj6udb-43476workflow paused, state held

Side-by-side comparison

Incoming TPA-51973 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51973incoming	#1MBR-021408Olivia Walker 0.831 rec. Best evidence: NameDate of birth	#2MBR-040487Olivia Walker 0.831 rec. Best evidence: NameDate of birth	#3MBR-013541Daniel Walker 0.643 rec. Best evidence: none ≥ 0.90
Name	Olivia Walker	Olivia Walker	Olivia Walker	Daniel Walker
Date of birth	1967-04-24	1967-04-24	1967-04-24	1967-04-27
Member ID	— null	UHC-17212-22	—	UHC-12416-79
SSN	— •••-••-N/A	—	—	•••-••-9673
Phone	— null	—	—	3419170507
Email	—	olivia.walker59@proton.me	—	daniel.walker@icloud.com
Address	—	6837 Union St	9153 Church St	770 Indian School Rd
City / state / ZIP	— NULL	Jacksonville, FL, 32225	San Antonio, TX, 78281	Glendale, AZ, 85305
Group	GRP-5519	GRP-5519	GRP-5519	GRP-8429
Plan	—	SELECT-EPO	—	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×11 record	CLM ×11 record	ENR ×33 records

Evidence detail

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

▶#1MBR-021408Olivia Walker0.83

Matched against ENR-105971, 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-105971Olivia Walker1967-04-24Single record 1.00

▶#2MBR-040487Olivia Walker0.83

Matched against CLM-404534, 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

CLMCLM-404534Olivia Walker1967-04-24Single record 1.00

▶#3MBR-013541Daniel Walker0.64

Matched against ENR-141458, 2 fields compared, weighted score 0.639

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-141458Daniel Walker1967-04-27Rule 0.99
ENRENR-141460Daniel Walker1967-04-27Rule 0.99
ENRENR-141459Daniel Walker1967-04-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5574348b6e02
Escalated TPA-51973, top score 0.83, candidates MBR-021408, MBR-040487, MBR-013541

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 Olivia WalkerMBR-021408, score 0.83, 1 recordLinkLink to Olivia WalkerMBR-040487, score 0.83, 1 recordLinkLink to Daniel WalkerMBR-013541, score 0.64, 3 recordsLinkConfirm as a distinct identityTPA-51973 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-43476
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029602
Opened: 2026-10-22 12:43:43
Top score: 0.83