Steward case

CASE-001564

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

OpenCheckpointckpt-run-mvfoap9e-82257workflow paused, state held

Side-by-side comparison

Incoming TPA-51283 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51283incoming	#1MBR-029539Carol Snyder 0.833 rec. Best evidence: NameDate of birth	#2MBR-022885Maria Snyder 0.675 rec. Best evidence: none ≥ 0.90
Name	Carol Snyder	Carol Snyder	Maria Snyder
Date of birth	1966-06-27 06/27/1966	1966-06-27	1966-05-27
Member ID	— -	UHC-18091-12	UHC-84820-97
SSN	— •••-••-UNKNOWN	•••-••-3883	—
Phone	—	6199760208	8448780896
Email	—	carol.snyder62@hotmail.com	—
Address	— NULL	6212 Baseline Rd	5805 Mountain View Dr # 934
City / state / ZIP	—	Las Vegas, NV, 89100	Denver, CO, 80255
Group	— N/A	GRP-9148	GRP-9830
Plan	CORE-HMO	CORE-HMO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×2PRV ×13 records	ENR ×1CLM ×3TPA ×15 records

Evidence detail

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

▶#1MBR-029539Carol Snyder0.83

Matched against ENR-103849, 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-103849Carol Snyder1966-06-27Rule 0.99
ENRENR-103848Carol Snyder1966-06-27Scored 1.00
PRVPRV-20844Carol Snyder1966-06-27Scored 1.00

▶#2MBR-022885Maria Snyder0.67

Matched against ENR-115192, 2 fields compared, weighted score 0.670

Field	Similarity	Weight	Share	Note
Name	0.84	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-115192Maria Snyder1966-05-27Rule 0.99
CLMCLM-411547Maria Snyder1966-05-27Rule 0.99
TPATPA-55102Maria Snyder1966-05-27Scored 0.94
CLMCLM-411546Maria Snyder1966-05-27Rule 0.99
CLMCLM-411545Maria Snyder1966-05-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f3576001dd
Escalated TPA-51283, top score 0.83, candidates MBR-029539, MBR-022885

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 Carol SnyderMBR-029539, score 0.83, 3 recordsLinkLink to Maria SnyderMBR-022885, score 0.67, 5 recordsLinkConfirm as a distinct identityTPA-51283 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-82257
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042882
Opened: 2026-10-19 19:54:36
Top score: 0.83