Steward case

CASE-001617

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

OpenCheckpointckpt-run-mvjj6udb-53728workflow paused, state held

Side-by-side comparison

Incoming TPA-59199 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59199incoming	#1MBR-018356Nancy Freeman 0.833 rec. Best evidence: NameDate of birth	#2MBR-026407Maria Fernandez 0.802 rec. Best evidence: Date of birth
Name	Nancy Freeeman	Nancy Freeman	Maria Fernandez
Date of birth	1991-07-03	1991-07-03	1991-07-03
Member ID	— NULL	UHC-64096-58	UHC-06882-83
SSN	— •••-••--	•••-••-2884	•••-••-5244
Phone	— NULL	9892851696	5779153348
Email	— null	—	maria.fernandez98@aol.com
Address	— -	4919 Sunset Blvd	3638 Canyon Rd
City / state / ZIP	— null, -, -	San Antonio, TX, 78262	Gilbert, AZ, 85280
Group	GRP-4610	GRP-4610	GRP-4729
Plan	SELECT-EPO	SELECT-EPO	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×2ENR ×13 records	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-018356Nancy Freeman0.83

Matched against CLM-420923, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-420923Naancy Freeman1991-07-03Rule 0.99
CLMCLM-420924Nancy Freeman1991-07-03Rule 0.99
ENRENR-127512Nancy Freeman1991-07-03Rule 0.99

▶#2MBR-026407Maria Fernandez0.80

Matched against TPA-57056, 2 fields compared, weighted score 0.803

Field	Similarity	Weight	Share	Note
Name	0.61	3	50%
Date of birth	1.00	3	50%	exact

Guard: noneConflicts: none

Records in this identity

TPATPA-57056Maria Fernandez1991-07-03Scored 1.00
ENRENR-121199Maria Fernandez1991-07-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55119659f793
Escalated TPA-59199, top score 0.83, candidates MBR-018356, MBR-026407

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 Nancy FreemanMBR-018356, score 0.83, 3 recordsLinkLink to Maria FernandezMBR-026407, score 0.80, 2 recordsLinkConfirm as a distinct identityTPA-59199 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-53728
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033887
Opened: 2026-10-22 12:43:43
Top score: 0.83