Steward case

CASE-001667

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

OpenCheckpointckpt-run-mvfoap9e-40677workflow paused, state held

Side-by-side comparison

Incoming TPA-62174 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62174incoming	#1MBR-027158Brian Patel 0.833 rec. Best evidence: NameDate of birth	#2MBR-031975Brian Patel 0.831 rec. Best evidence: NameDate of birth
Name	Brian Patel	Brian Patel	Brian Patel
Date of birth	1955-12-13	1955-12-13	1955-12-13
Member ID	— NULL	UHC-11526-69	—
SSN	— •••-••--	•••-••-7940	—
Phone	— 3111600	8403111600	—
Email	— NULL	—	—
Address	—	2765 Lincoln Way Apt 17	—
City / state / ZIP	— -, N/A	Charlotte, NC, 28200	—
Group	— NULL	GRP-4893	GRP-4893
Plan	—	CORE-HMO	—
Sources, records	TPA1 record	CLM ×1PRV ×1ENR ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-027158Brian Patel0.83

Matched against CLM-427565, 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-427565Brian Patel1955-12-13Scored 1.00
PRVPRV-28079Brian Patel1955-12-13Scored 1.00
ENRENR-136140Brian Patel1955-12-13Scored 1.00

▶#2MBR-031975Brian Patel0.83

Matched against TPA-62173, 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-62173Brian Patel1955-12-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3909f20ae0e4
Escalated TPA-62174, top score 0.83, candidates MBR-027158, MBR-031975

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 Brian PatelMBR-027158, score 0.83, 3 recordsLinkLink to Brian PatelMBR-031975, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62174 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-40677
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028309
Opened: 2026-10-19 19:54:36
Top score: 0.83