Steward case

CASE-001415

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

OpenCheckpointckpt-run-mvjj6udb-94957workflow paused, state held

Side-by-side comparison

Incoming TPA-60969 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60969incoming	#1MBR-041390Zachary Gibson 0.832 rec. Best evidence: NameDate of birth
Name	Zachary Gibson	Zachary Gibson
Date of birth	2001-08-24	2001-08-24
Member ID	— NULL	UHC-91881-98
SSN	— •••-••--	•••-••-7419
Phone	—	4965029512
Email	—	zachary.gibson@outlook.com
Address	—	1442 Maple Ave
City / state / ZIP	— N/A	Austin, TX, 78796
Group	—	GRP-0273
Plan	— N/A	CORE-HMO
Sources, records	TPA1 record	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-041390Zachary Gibson0.83

Matched against TPA-60970, 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

TPATPA-60970Zachary Gibson2001-08-24Rule 0.97
ENRENR-132500Zachary Gibson2001-08-24Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552b3ec6d889
Escalated TPA-60969, top score 0.83, candidates MBR-041390

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 Zachary GibsonMBR-041390, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-60969 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-94957
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045810
Opened: 2026-10-22 12:43:43
Top score: 0.83