Steward case

CASE-001765

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

OpenCheckpointckpt-run-mvjj6udb-50541workflow paused, state held

Side-by-side comparison

Incoming TPA-62312 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62312incoming	#1MBR-016521Susan Perez 0.831 rec. Best evidence: NameDate of birth
Name	Susan Perez	Susan U Perez
Date of birth	1958-01-06	1958-01-06
Member ID	—	UHC-40795-98
SSN	— •••-••-N/A	—
Phone	6854568255 (685) 456-8255	—
Email	— UNKNOWN	—
Address	434 River Rd	—
City / state / ZIP	Columbus, OH, 43274	—
Group	— NULL	GRP-6452
Plan	— -	SELECT-EPO
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-016521Susan Perez0.83

Matched against TPA-62311, 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-62311Susan Perez1958-01-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551b0791b4c8
Escalated TPA-62312, top score 0.83, candidates MBR-016521

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 Susan PerezMBR-016521, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62312 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-50541
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032663
Opened: 2026-10-22 12:43:43
Top score: 0.83