Steward case

CASE-001770

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

OpenCheckpointckpt-run-mvfoap9e-50178workflow paused, state held

Side-by-side comparison

Incoming TPA-55845 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55845incoming	#1MBR-014395Maria Dean 0.832 rec. Best evidence: NameDate of birth
Name	Maria Dean	Maria P Dean
Date of birth	2007-10-07 20071007	2007-10-07
Member ID	—	—
SSN	— •••-••-UNKNOWN	•••-••-9581
Phone	— -	—
Email	— NULL	—
Address	— null	6450 Lincoln Way
City / state / ZIP	— N/A	Tempe, AZ, 85296
Group	GRP-2579	GRP-2579
Plan	— N/A	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×1TPA ×12 records

Evidence detail

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

▶#1MBR-014395Maria Dean0.83

Matched against CLM-413310, 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-413310Maria Dean2007-10-07Scored 1.00
TPATPA-55846Maria Dean2007-10-07Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394e0e89a44a
Escalated TPA-55845, top score 0.83, candidates MBR-014395

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 Maria DeanMBR-014395, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-55845 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-50178
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032519
Opened: 2026-10-19 19:54:36
Top score: 0.83