Steward case

CASE-001653

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

OpenCheckpointckpt-run-mvjj6udb-43549workflow paused, state held

Side-by-side comparison

Incoming TPA-62404 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62404incoming	#1MBR-013625Kayla Jensen 0.832 rec. Best evidence: NameDate of birth	#2MBR-027098Santiago Jensen 0.663 rec. Best evidence: none ≥ 0.90
Name	Kayla Jensen	Kayla Jensen	Santiago Jensen
Date of birth	1992-05-06	1992-05-06	1992-05-26
Member ID	—	—	UHC-40660-07
SSN	—	•••-••-7783	•••-••-6249
Phone	6499027116	—	7917563574
Email	— N/A	kayla.jensen@yahoo.com	—
Address	— N/A	3522 Park Pl	8713 Meadow Ln
City / state / ZIP	— N/A, -	Phoenix, AZ, 85045	Seattle, WA, 98137
Group	GRP-3697	—	GRP-6666
Plan	OPTIONS-PPO	—	CORE-HMO
Sources, records	TPA1 record	TPA ×22 records	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-013625Kayla Jensen0.83

Matched against TPA-62405, 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-62405Kayla Jensen1992-05-06Scored 1.00
TPATPA-62406Kayla Jensen1992-05-06Scored 1.00

▶#2MBR-027098Santiago Jensen0.66

Matched against CLM-416274, 2 fields compared, weighted score 0.660

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-416273Santiago Jensen1992-05-26Rule 0.99
ENRENR-121434Santiago Jeensen1992-05-26Rule 0.99
CLMCLM-416274Santiago Jensen1992-05-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556510302f55
Escalated TPA-62404, top score 0.83, candidates MBR-013625, MBR-027098

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 Kayla JensenMBR-013625, score 0.83, 2 recordsLinkLink to Santiago JensenMBR-027098, score 0.66, 3 recordsLinkConfirm as a distinct identityTPA-62404 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-43549
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029629
Opened: 2026-10-22 12:43:43
Top score: 0.83