Steward case

CASE-001633

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

OpenCheckpointckpt-run-mvfoap9e-51345workflow paused, state held

Side-by-side comparison

Incoming TPA-54073 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54073incoming	#1MBR-039858Walter Morrison 0.831 rec. Best evidence: NameDate of birth	#2MBR-042132Walter Mrrison 0.831 rec. Best evidence: NameDate of birth	#3MBR-007940Kathy Morgan 0.625 rec. Best evidence: none ≥ 0.90
Name	Walter Morrison	Walter Morrison	Walter Mrrison	Kathy Morgan
Date of birth	1994-06-23 6/23/1994	1994-06-23	1994-06-23	1994-04-23
Member ID	—	—	UHC-11655-25	UHC-44662-69
SSN	— •••-••-NULL	—	—	•••-••-5785
Phone	5165640150 516.564.0150	—	—	5535307790
Email	—	walter.morrison63@proton.me	—	kathleen.morgan72@outlook.com
Address	—	7247 Hillcrest Rd	—	5250 Spring St
City / state / ZIP	— NULL, null	Charlotte, NC, 28210	—	Fresno, CA, 93754
Group	—	GRP-5387	—	GRP-2637
Plan	— NULL	—	CORE-HMO	MEDICARE-ADV-A
Sources, records	TPA1 record	TPA ×11 record	CLM ×11 record	CLM ×3ENR ×1TPA ×15 records

Evidence detail

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

▶#1MBR-039858Walter Morrison0.83

Matched against TPA-54074, 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-54074Walter Morrison1994-06-23Single record 1.00

▶#2MBR-042132Walter Mrrison0.83

Matched against CLM-409404, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-409404Walter Mrrison1994-06-23Single record 1.00

▶#3MBR-007940Kathy Morgan0.62

Matched against TPA-57716, 2 fields compared, weighted score 0.619

Field	Similarity	Weight	Share	Note
Name	0.74	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-417449Kathy Morgan1994-04-23Scored 1.00
ENRENR-122986Kathy Morgan1994-04-23Scored 1.00
CLMCLM-417447Kathhleen Morgan1994-04-23Scored 1.00
TPATPA-57716Kathleen Morgan1994-04-23Scored 1.00
CLMCLM-417448Kathleen Morgan1994-04-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d6b09b340c
Escalated TPA-54073, top score 0.83, candidates MBR-039858, MBR-042132, MBR-007940

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 Walter MorrisonMBR-039858, score 0.83, 1 recordLinkLink to Walter MrrisonMBR-042132, score 0.83, 1 recordLinkLink to Kathy MorganMBR-007940, score 0.62, 5 recordsLinkConfirm as a distinct identityTPA-54073 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)

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Checkpoint: ckpt-run-mvfoap9e-51345
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032972
Opened: 2026-10-19 19:54:36
Top score: 0.83