Steward case

CASE-001827

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

OpenCheckpointckpt-run-mvjj6udb-7652workflow paused, state held

Side-by-side comparison

Incoming TPA-51072 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51072incoming	#1MBR-026334Jerry Johnson 0.832 rec. Best evidence: NameDate of birth
Name	Jerry Johnson	Jerry X Johnson
Date of birth	1966-05-03	1966-05-03
Member ID	— -	UHC-03123-70
SSN	—	•••-••-6663
Phone	— N/A	5653390096
Email	—	—
Address	— N/A	5614 Palm Dr
City / state / ZIP	— NULL	San Diego, CA, 92125
Group	— N/A	GRP-6791
Plan	— null	—
Sources, records	TPA1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-026334Jerry Johnson0.83

Matched against CLM-402530, 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-402530Jerry Johnson1966-05-03Scored 1.00
PRVPRV-20737Jerry Johnson1966-05-03Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55644040ecbf
Escalated TPA-51072, top score 0.83, candidates MBR-026334

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 Jerry JohnsonMBR-026334, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-51072 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-7652
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006950
Opened: 2026-10-22 12:43:43
Top score: 0.83