Steward case

CASE-001417

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

OpenCheckpointckpt-run-mvjj6udb-76293workflow paused, state held

Side-by-side comparison

Incoming TPA-59526 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59526incoming	#1MBR-007394Willima Olson 0.831 rec. Best evidence: NameDate of birth
Name	William Olson	Willima Olson
Date of birth	1938-04-23 23-04-1938	1938-04-23
Member ID	—	—
SSN	— •••-••-UNKNOWN	•••-••-3022
Phone	8426823112 842-682-3112	—
Email	—	—
Address	2655 Park Pl	—
City / state / ZIP	Charlotte, NC, 28270 Charlotte, NC , 28270	—
Group	— NULL	GRP-4781
Plan	—	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-007394Willima Olson0.83

Matched against CLM-421691, 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

CLMCLM-421691Willima Olson1938-04-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c7777195ed
Escalated TPA-59526, top score 0.83, candidates MBR-007394

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 Willima OlsonMBR-007394, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-59526 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-76293
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041327
Opened: 2026-10-22 12:43:43
Top score: 0.83