Steward case

CASE-001563

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

OpenCheckpointckpt-run-mvfoap9e-51432workflow paused, state held

Side-by-side comparison

Incoming TPA-58567 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58567incoming	#1MBR-019865Jerry Lane 0.834 rec. Best evidence: NameDate of birth
Name	Jerry Lane	Jerry F Lane
Date of birth	1949-10-23	1949-10-23
Member ID	— -	UHC-21466-99
SSN	— •••-••--	•••-••-7653
Phone	— NULL	2765816804
Email	—	jerry.lane@yahoo.com
Address	—	2060 Ocean Ave
City / state / ZIP	— null, -	Orlando, FL, 32820
Group	—	GRP-7532
Plan	—	NAVIGATE-HMO
Sources, records	TPA1 record	TPA ×2ENR ×24 records

Evidence detail

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

▶#1MBR-019865Jerry Lane0.83

Matched against TPA-58566, 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

TPATPA-58566Jerry Lane1949-10-23Scored 1.00
ENRENR-125545Jerry Lane1949-10-23Scored 1.00
ENRENR-125546Jerry Lane1949-10-23Scored 1.00
TPATPA-58565Jerry Lane1949-10-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39551713a970
Escalated TPA-58567, top score 0.83, candidates MBR-019865

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 Jerry LaneMBR-019865, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-58567 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-51432
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033000
Opened: 2026-10-19 19:54:36
Top score: 0.83