Steward case

CASE-001717

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

OpenCheckpointckpt-run-mvfoap9e-68092workflow paused, state held

Side-by-side comparison

Incoming ENR-133018 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-133018incoming	#1MBR-037348Matthew Johnston 0.831 rec. Best evidence: NameDate of birth	#2MBR-037349Matthew Johnston 0.831 rec. Best evidence: NameDate of birth
Name	Matthew Johnston	Matthew Johnston	Matthew Johnston
Date of birth	1963-11-09 11/09/63	1963-11-09	1963-11-09
Member ID	UHC-74830-58	—	—
SSN	•••-••-3526	—	—
Phone	3702897811 370-289-7811	—	—
Email	— -	—	—
Address	416 Oak St	—	—
City / state / ZIP	Jacksonville, FL, 32273 Jacksonville, FL, 32273-2191	—	—
Group	GRP-7181	—	—
Plan	MEDICARE-ADV-B	—	—
Sources, records	ENR1 record	TPA ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-037348Matthew Johnston0.83

Matched against TPA-61137, 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-61137Matthew Johnston1963-11-09Single record 1.00

▶#2MBR-037349Matthew Johnston0.83

Matched against TPA-61138, 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-61138Matthew Johnston1963-11-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d8d2fba756
Escalated ENR-133018, top score 0.83, candidates MBR-037348, MBR-037349

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 Matthew JohnstonMBR-037348, score 0.83, 1 recordLinkLink to Matthew JohnstonMBR-037349, score 0.83, 1 recordLinkConfirm as a distinct identityENR-133018 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-68092
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038938
Opened: 2026-10-19 19:54:36
Top score: 0.83