Steward case

CASE-001526

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

OpenCheckpointckpt-run-mvfoap9e-6105workflow paused, state held

Side-by-side comparison

Incoming TPA-63438 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63438incoming	#1MBR-044857Kelly Watson 0.831 rec. Best evidence: NameDate of birth
Name	Kelly Watson	Kelly B Watson
Date of birth	1986-04-16	1986-04-16
Member ID	— null	UHC-78347-04
SSN	— •••-••-N/A	•••-••-5098
Phone	— -	—
Email	kelly.watson@proton.me	—
Address	7815 Lake View Rd Apt 12 7815 Lake View Road Apt 12	—
City / state / ZIP	Dallas, TX, 75216	—
Group	GRP-5770	GRP-5770
Plan	NAVIGATE-HMO	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-044857Kelly Watson0.83

Matched against CLM-430429, 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-430429Kelly Watson1986-04-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39604bc65c0c
Escalated TPA-63438, top score 0.83, candidates MBR-044857

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 Kelly WatsonMBR-044857, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-63438 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-6105
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005629
Opened: 2026-10-19 19:54:36
Top score: 0.83