Steward case

CASE-001453

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

OpenCheckpointckpt-run-mvjj6udb-38564workflow paused, state held

Side-by-side comparison

Incoming TPA-57954 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57954incoming	#1MBR-012650Ana Gant 0.832 rec. Best evidence: NameDate of birth
Name	Ana Grant	Ana Gant
Date of birth	1979-06-23 19790623	1979-06-23
Member ID	—	UHC-25155-17
SSN	— •••-••-UNKNOWN	•••-••-7544
Phone	—	—
Email	—	ana.grant63@icloud.com
Address	9741 Oak St	9741 Oak St
City / state / ZIP	Minneapolis, MN, 55447	Minneapolis, MN, 55447
Group	— UNKNOWN	GRP-4938
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-012650Ana Gant0.83

Matched against CLM-417996, 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-417996Ana Grant1979-06-23Rule 0.97
ENRENR-123675Ana Gant1979-06-23Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5565b4cb2390
Escalated TPA-57954, top score 0.83, candidates MBR-012650

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 Ana GantMBR-012650, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-57954 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-38564
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027303
Opened: 2026-10-22 12:43:43
Top score: 0.83