Steward case

CASE-001851

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

OpenCheckpointckpt-run-mvjj6udb-73110workflow paused, state held

Side-by-side comparison

Incoming TPA-64349 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64349incoming	#1MBR-014711Joe Martin 0.834 rec. Best evidence: NameDate of birth
Name	Joe Martin	Joe Y Martin
Date of birth	2008-02-18 02/18/2008	2008-02-18
Member ID	— UNKNOWN	UHC-97135-53
SSN	— •••-••--	•••-••-3175
Phone	— null	9537448775
Email	—	—
Address	— NULL	9024 Bayshore Dr
City / state / ZIP	— N/A, -	Minneapolis, MN, 55483
Group	— N/A	GRP-7537
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1PRV ×1TPA ×1ENR ×14 records

Evidence detail

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

▶#1MBR-014711Joe Martin0.83

Matched against CLM-432531, 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-432531Joe Martin2008-02-18Rule 0.99
PRVPRV-29499Joe Martin2009-02-18Rule 0.96
TPATPA-64348Joe Martin2008-02-18Scored 1.00
ENRENR-142706Joe Martin2008-02-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d5e1c58707
Escalated TPA-64349, top score 0.83, candidates MBR-014711

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 Joe MartinMBR-014711, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-64349 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-73110
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040456
Opened: 2026-10-22 12:43:43
Top score: 0.83