Steward case

CASE-001575

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

OpenCheckpointckpt-run-mvfoap9e-86295workflow paused, state held

Side-by-side comparison

Incoming TPA-59866 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59866incoming	#1MBR-043896George Riley 0.831 rec. Best evidence: NameDate of birth
Name	George Riley	George Riley
Date of birth	1959-08-20 08/20/59	1959-08-20
Member ID	— -	UHC-93048-03
SSN	•••-••-8050	—
Phone	— null	5765171539
Email	— NULL	—
Address	1602 Elm St # 416 1602 Elm St #416	—
City / state / ZIP	San Antonio, TX San Antonio, TX, -	—
Group	GRP-4260	GRP-4260
Plan	— UNKNOWN	NAVIGATE-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-043896George Riley0.83

Matched against CLM-422464, 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-422464George Riley1959-08-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a1e9ed69b3
Escalated TPA-59866, top score 0.83, candidates MBR-043896

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 George RileyMBR-043896, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-59866 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-86295
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043845
Opened: 2026-10-19 19:54:36
Top score: 0.83