Steward case

CASE-001525

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

OpenCheckpointckpt-run-mvfoap9e-93129workflow paused, state held

Side-by-side comparison

Incoming TPA-55490 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55490incoming	#1MBR-005613Frances Watkins 0.835 rec. Best evidence: Date of birth	#2MBR-029742Alexis Watkins 0.834 rec. Best evidence: NameDate of birth
Name	Alexis Watkins Watkins, Alexis	Frances O Watkins	Alexis Watkins
Date of birth	1946-10-08	1946-10-08	1946-10-08
Member ID	— null	UHC-87981-39	UHC-25813-01
SSN	•••-••-7576	•••-••-0592	—
Phone	— N/A	7625923138	6234631535
Email	— -	frances.watkins@hotmail.com	—
Address	— NULL	983 Highland Ave	3596 Elm St
City / state / ZIP	— N/A, NULL	Orlando, FL, 32864	Orlando, FL, 32861
Group	— -	GRP-6559	GRP-2480
Plan	CORE-HMO	SELECT-EPO	CORE-HMO
Sources, records	TPA1 record	CLM ×2ENR ×35 records	CLM ×2ENR ×1TPA ×14 records

Evidence detail

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

▶#1MBR-005613Frances Watkins0.83

Matched against CLM-424264, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-424264Frances Watkins1946-10-08Scored 0.99
ENRENR-131724Farnces Watkins1946-10-08Scored 0.99
ENRENR-131723Frances Watkins1946-10-08Rule 0.99
CLMCLM-424265Watkins Frances1946-10-08Rule 0.99
ENRENR-131725Frances Watins1946-10-08Rule 0.99

▶#2MBR-029742Alexis Watkins0.83

Matched against CLM-412467, 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-412467Alexis Watkins1946-10-08Scored 1.00
ENRENR-116411Aleixs Watkins1946-10-08Scored 0.99
TPATPA-55489Alexis Watkins1946-10-08Rule 0.99
CLMCLM-412466Alexis Watkins1946-10-08Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b1560ce8cb
Escalated TPA-55490, top score 0.83, candidates MBR-005613, MBR-029742

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 Frances WatkinsMBR-005613, score 0.83, 5 recordsLinkLink to Alexis WatkinsMBR-029742, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-55490 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-93129
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045418
Opened: 2026-10-19 19:54:36
Top score: 0.83