Steward case

CASE-001424

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

OpenCheckpointckpt-run-mvfoap9e-18488workflow paused, state held

Side-by-side comparison

Incoming TPA-55737 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55737incoming	#1MBR-013338Walter Walter 0.833 rec. Best evidence: NameDate of birth	#2MBR-029036Anna Carr 0.673 rec. Best evidence: Date of birth
Name	Walter Carr	Walter S Walter	Anna M Carr
Date of birth	1972-11-13 13-11-1972	1972-11-13	1972-11-13
Member ID	— N/A	UHC-53046-17	UHC-48919-48
SSN	— •••-••--	•••-••-3165	•••-••-1836
Phone	—	3599465098	4513187275
Email	— null	walter.carr@aol.com	anna.carr@aol.com
Address	5262 Jefferson Ave 5262 Jefferson Avenue	5262 Jefferson Ave	5510 Elm St
City / state / ZIP	Houston, TX, 77055	Houston, TX, 77055	Dallas, TX, 75282
Group	— null	GRP-1780	GRP-8974
Plan	NAVIGATE-HMO	NAVIGATE-HMO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×1PRV ×1CLM ×13 records	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-013338Walter Walter0.83

Matched against CLM-413047, 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-117121Carr Walter1972-11-13Rule 0.99
PRVPRV-23780Walter Crar1972-11-13Rule 0.99
CLMCLM-413047Walter Carr1972-11-13Rule 0.99

▶#2MBR-029036Anna Carr0.67

Matched against CLM-413470, 3 fields compared, weighted score 0.671

Field	Similarity	Weight	Share	Note
Name	0.79	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

CLMCLM-413470Anan Carr1972-11-13Rule 0.97
ENRENR-117670Anna Carr1972-11-13Rule 0.99
ENRENR-117671Anna Carr1972-11-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394f7703ed43
Escalated TPA-55737, top score 0.83, candidates MBR-013338, MBR-029036

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 Walter WalterMBR-013338, score 0.83, 3 recordsLinkLink to Anna CarrMBR-029036, score 0.67, 3 recordsLinkConfirm as a distinct identityTPA-55737 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-18488
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015374
Opened: 2026-10-19 19:54:36
Top score: 0.83