Steward case

CASE-001766

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

OpenCheckpointckpt-run-mvfoap9e-53000workflow paused, state held

Side-by-side comparison

Incoming TPA-53867 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53867incoming	#1MBR-025146Jack Pierce 0.833 rec. Best evidence: NameDate of birth
Name	Jack Pierce	Jack C Pierce
Date of birth	1958-12-15 Dec 15, 1958	1958-12-15
Member ID	— null	UHC-73688-09
SSN	•••-••-6204	—
Phone	—	4954680794
Email	— -	—
Address	— -	4710 Jefferson Ave
City / state / ZIP	— NULL	Miami, FL, 33123
Group	— N/A	GRP-7737
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×1TPA ×1CLM ×13 records

Evidence detail

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

▶#1MBR-025146Jack Pierce0.83

Matched against ENR-111621, 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

ENRENR-111621Jack Pierce1958-12-15Scored 1.00
TPATPA-53866Jack Pierce1958-12-15Scored 1.00
CLMCLM-408803Jack Pierce1958-12-15Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398c085367e1
Escalated TPA-53867, top score 0.83, candidates MBR-025146

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 Jack PierceMBR-025146, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-53867 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-53000
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033591
Opened: 2026-10-19 19:54:36
Top score: 0.83