Steward case

CASE-001644

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

OpenCheckpointckpt-run-mvjj6udb-74096workflow paused, state held

Side-by-side comparison

Incoming TPA-55728 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55728incoming	#1MBR-023825Julia Jackson 0.833 rec. Best evidence: NameDate of birth
Name	Julia Jackson	Julia Jackson
Date of birth	1958-09-16 19580916	1958-09-16
Member ID	— UNKNOWN	UHC-47213-74
SSN	— •••-••--	•••-••-2283
Phone	— NULL	6468259113
Email	julia.jackson62@outlook.com	—
Address	—	9848 Jefferson Ave
City / state / ZIP	— UNKNOWN , -, UNKNOWN	San Diego, CA, 92114
Group	— N/A	GRP-1910
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-023825Julia Jackson0.83

Matched against CLM-413023, 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-413023Julia Jackson1958-09-16Rule 0.99
ENRENR-117087Julia Jackson1958-09-16Rule 0.99
ENRENR-117086Julia Jackson1958-09-16Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b6503e7386
Escalated TPA-55728, top score 0.83, candidates MBR-023825

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 Julia JacksonMBR-023825, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-55728 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-74096
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040736
Opened: 2026-10-22 12:43:43
Top score: 0.83