Steward case

CASE-001838

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

OpenCheckpointckpt-run-mvjj6udb-7697workflow paused, state held

Side-by-side comparison

Incoming TPA-63663 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63663incoming	#1MBR-006993Jean Scott 0.831 rec. Best evidence: NameDate of birth	#2MBR-011280Jean Scott 0.832 rec. Best evidence: NameDate of birth
Name	Jean Scott	Jean Scott	Jean G Scott
Date of birth	2008-07-28 20080728	2008-07-28	2008-07-28
Member ID	— -	—	UHC-21473-47
SSN	— •••-••-UNKNOWN	—	•••-••-6776
Phone	—	—	8243501357
Email	—	—	jean.scott@outlook.com
Address	—	—	8015 River Rd
City / state / ZIP	— NULL, N/A	—	Minneapolis, MN, 55419
Group	—	—	GRP-9630
Plan	— null	—	CORE-HMO
Sources, records	TPA1 record	TPA ×11 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-006993Jean Scott0.83

Matched against TPA-63662, 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-63662Jean Scott2008-07-28Single record 1.00

▶#2MBR-011280Jean Scott0.83

Matched against CLM-430902, 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-430902Jean Scott2008-07-28Rule 0.99
ENRENR-140598Jean Scott2008-07-28Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b6be666f60
Escalated TPA-63663, top score 0.83, candidates MBR-006993, MBR-011280

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 Jean ScottMBR-006993, score 0.83, 1 recordLinkLink to Jean ScottMBR-011280, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-63663 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-7697
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006992
Opened: 2026-10-22 12:43:43
Top score: 0.83