Steward case

CASE-001487

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

OpenCheckpointckpt-run-mvjj6udb-68740workflow paused, state held

Side-by-side comparison

Incoming TPA-63219 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63219incoming	#1MBR-005448Terry Cunningham 0.834 rec. Best evidence: NameDate of birth	#2MBR-039135Terry Cunningham 0.831 rec. Best evidence: NameDate of birth
Name	Terry Cunningham	Terry Z Cunningham	Terry Cunningham
Date of birth	2007-03-21	2007-03-21	2007-03-21
Member ID	—	UHC-10855-14	—
SSN	— •••-••-UNKNOWN	•••-••-7058	—
Phone	— UNKNOWN	2926003396	—
Email	—	terry.cunningham72@proton.me	—
Address	— UNKNOWN	7889 Lake View Rd	—
City / state / ZIP	— UNKNOWN, null,	Jacksonville, FL, 32279	—
Group	GRP-3411	GRP-3411	GRP-3411
Plan	— -	CORE-HMO	—
Sources, records	TPA1 record	TPA ×1CLM ×2ENR ×14 records	TPA ×11 record

Evidence detail

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

▶#1MBR-005448Terry Cunningham0.83

Matched against TPA-63217, 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-63217Terry Cunningham2007-03-21Scored 1.00
CLMCLM-429953Terry Cunninngham2007-03-21Rule 0.99
ENRENR-139263Terry Cunningham2007-03-21Scored 1.00
CLMCLM-429954Terry Cunningham2007-03-21Scored 1.00

▶#2MBR-039135Terry Cunningham0.83

Matched against TPA-63218, 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-63218Terry Cunningham2007-03-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5544fc83c384
Escalated TPA-63219, top score 0.83, candidates MBR-005448, MBR-039135

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 Terry CunninghamMBR-005448, score 0.83, 4 recordsLinkLink to Terry CunninghamMBR-039135, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-63219 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-68740
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039136
Opened: 2026-10-22 12:43:43
Top score: 0.83