Steward case

CASE-001528

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

OpenCheckpointckpt-run-mvfoap9e-72006workflow paused, state held

Side-by-side comparison

Incoming TPA-53484 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53484incoming	#1MBR-030521Alexis Burton 0.834 rec. Best evidence: NameDate of birth
Name	Alexis Burton	Alexis B Burton
Date of birth	1975-10-05 05-10-1975	1975-10-05
Member ID	— N/A	UHC-80754-22
SSN	— •••-••-N/A	•••-••-5601
Phone	— null	3559100960
Email	—	alexis.burton@aol.com
Address	— UNKNOWN	6768 Oak St
City / state / ZIP	— null, N/A, UNKNOWN	Dallas, TX, 75278
Group	GRP-9769	GRP-9769
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×1PRV ×1CLM ×24 records

Evidence detail

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

▶#1MBR-030521Alexis Burton0.83

Matched against PRV-22340, 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

ENRENR-110408Alexis BurtonRule 0.96
PRVPRV-22340Alexis Burton1975-10-05Rule 0.99
CLMCLM-407897Alexis Burton1975-10-05Rule 0.99
CLMCLM-407898Alexis Burton1975-10-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3941ce0aca8c
Escalated TPA-53484, top score 0.83, candidates MBR-030521

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 Alexis BurtonMBR-030521, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-53484 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-72006
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040110
Opened: 2026-10-19 19:54:36
Top score: 0.83