Steward case

CASE-001553

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

OpenCheckpointckpt-run-mvjj6udb-6226workflow paused, state held

Side-by-side comparison

Incoming TPA-51593 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51593incoming	#1MBR-029011Gerald Ford 0.832 rec. Best evidence: NameDate of birth
Name	Gerald Ford	Gerald Ford
Date of birth	1951-09-22	1951-09-22
Member ID	—	UHC-48495-37
SSN	— •••-••-NULL	•••-••-7723
Phone	— null	5188659389
Email	—	gerald.ford@yahoo.com
Address	— UNKNOWN	6239 Oak St
City / state / ZIP	— -	Phoenix, AZ, 85053
Group	—	GRP-9557
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-029011Gerald Ford0.83

Matched against CLM-403676, 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-403676Gerald Ford1951-09-22Rule 0.99
ENRENR-104776Gerald Ford1951-09-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559c06a4f07e
Escalated TPA-51593, top score 0.83, candidates MBR-029011

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 Gerald FordMBR-029011, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-51593 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-6226
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-005733
Opened: 2026-10-22 12:43:43
Top score: 0.83