Steward case

CASE-001512

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

OpenCheckpointckpt-run-mvjj6udb-81914workflow paused, state held

Side-by-side comparison

Incoming TPA-56754 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56754incoming	#1MBR-015842Daniel Warren 0.834 rec. Best evidence: NameDate of birth	#2MBR-038700Eric Warren 0.642 rec. Best evidence: none ≥ 0.90
Name	Daniel Warren	Daniel T Warren	Eric J Warren
Date of birth	2007-05-06	2007-05-06	2007-08-06
Member ID	— NULL	UHC-75069-05	UHC-48185-12
SSN	—	•••-••-1814	•••-••-5676
Phone	— N/A	9287959436	3673081573
Email	— NULL	daniel.warren@outlook.com	eric.warren98@proton.me
Address	— NULL	6802 Camelback Rd	8057 Union St
City / state / ZIP	— N/A	Tucson, AZ, 85787	Nashville, TN, 37280
Group	GRP-6268	GRP-6268	GRP-2126
Plan	NAVIGATE-HMO	NAVIGATE-HMO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×3PRV ×14 records	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-015842Daniel Warren0.83

Matched against CLM-415366, 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-415366Danile Warren2007-05-06Rule 0.99
CLMCLM-415367Daniel Warren2007-05-06Rule 0.97
CLMCLM-415368Daniel Warren2007-05-06Rule 0.97
PRVPRV-24536Daniel Warren2007-05-06Rule 0.99

▶#2MBR-038700Eric Warren0.64

Matched against ENR-103353, 2 fields compared, weighted score 0.644

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-103353Eric Warren2007-08-06Scored 1.00
TPATPA-51114Eric Warren2007-08-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5588e2fd3009
Escalated TPA-56754, top score 0.83, candidates MBR-015842, MBR-038700

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 Daniel WarrenMBR-015842, score 0.83, 4 recordsLinkLink to Eric WarrenMBR-038700, score 0.64, 2 recordsLinkConfirm as a distinct identityTPA-56754 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-81914
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042797
Opened: 2026-10-22 12:43:43
Top score: 0.83