Steward case

CASE-001649

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

OpenCheckpointckpt-run-mvfoap9e-33185workflow paused, state held

Side-by-side comparison

Incoming TPA-61553 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61553incoming	#1MBR-006092Kelly Carlson 0.832 rec. Best evidence: NameDate of birth
Name	Kelly Carlson	Kelly Carlson
Date of birth	1980-07-03 03-07-1980	1980-07-03
Member ID	—	—
SSN	— •••-••-null	•••-••-2736
Phone	—	5609476747
Email	— NULL	kelly.carlson@aol.com
Address	— NULL	4379 Palm Dr Apt 19
City / state / ZIP	— -, N/A	Jacksonville, FL, 32281
Group	—	GRP-1052
Plan	SELECT-EPO	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×1PRV ×12 records

Evidence detail

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

▶#1MBR-006092Kelly Carlson0.83

Matched against TPA-61552, 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-61552Kelly Carlson1980-07-03Scored 1.00
PRVPRV-27711Kelly CarlsonScored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393d762d96d2
Escalated TPA-61553, top score 0.83, candidates MBR-006092

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 Kelly CarlsonMBR-006092, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-61553 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-33185
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024533
Opened: 2026-10-19 19:54:36
Top score: 0.83