Steward case

CASE-001544

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

OpenCheckpointckpt-run-mvfoap9e-38040workflow paused, state held

Side-by-side comparison

Incoming TPA-59346 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59346incoming	#1MBR-026694Amanda Phillips 0.831 rec. Best evidence: NameDate of birth
Name	Amanda Phillips Phillips, Amanda	Amanda Phillips
Date of birth	1987-07-18 07/18/87	1987-07-18
Member ID	UHC-49815-50	—
SSN	—	•••-••-0159
Phone	— NULL	—
Email	amanda.phillips@hotmail.com	—
Address	— -	9582 Cedar Ln
City / state / ZIP	— UNKNOWN, UNKNOWN, null	Los Angeles, CA
Group	— -	—
Plan	CORE-HMO	CORE-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-026694Amanda Phillips0.83

Matched against CLM-421248, 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-421248Amanda Phillips1987-07-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395821088213
Escalated TPA-59346, top score 0.83, candidates MBR-026694

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 Amanda PhillipsMBR-026694, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-59346 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-38040
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027047
Opened: 2026-10-19 19:54:36
Top score: 0.83