Steward case

CASE-001654

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

OpenCheckpointckpt-run-mvfoap9e-17581workflow paused, state held

Side-by-side comparison

Incoming TPA-52071 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52071incoming	#1MBR-006750Anna Mason 0.833 rec. Best evidence: NameDate of birth	#2MBR-001973Julia Mason 0.833 rec. Best evidence: Date of birth
Name	Anna I Mason Mason, Anna I.	Anna I Mason	Julia P Mason
Date of birth	1972-01-02 01/02/1972	1972-01-02	1972-01-02
Member ID	— -	UHC-45165-10	UHC-75209-77
SSN	— •••-••-N/A	—	•••-••-4892
Phone	— N/A	3113438828	5192218721
Email	— NULL	anna.mason7@icloud.com	julia.mason37@outlook.com
Address	— N/A	1783 Main St	2791 Elm St
City / state / ZIP	— UNKNOWN	Austin, TX, 78797	Plano, TX, 75038
Group	—	GRP-7245	GRP-2471
Plan	— UNKNOWN	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×33 records	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-006750Anna Mason0.83

Matched against CLM-404734, 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-404734Anna Mason1972-01-02Scored 1.00
CLMCLM-404736Anna Mason1972-01-02Scored 1.00
CLMCLM-404735Anna Mason1972-01-02Scored 1.00

▶#2MBR-001973Julia Mason0.83

Matched against ENR-126337, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-419988Julia Maon1972-01-02Rule 0.99
ENRENR-126337Julia Mason1972-01-02Scored 1.00
CLMCLM-419989Julia Mason1972-01-02Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391293839ca4
Escalated TPA-52071, top score 0.83, candidates MBR-006750, MBR-001973

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 Anna MasonMBR-006750, score 0.83, 3 recordsLinkLink to Julia MasonMBR-001973, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-52071 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-17581
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014736
Opened: 2026-10-19 19:54:36
Top score: 0.83