Steward case

CASE-001858

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

OpenCheckpointckpt-run-mvjj6udb-59691workflow paused, state held

Side-by-side comparison

Incoming TPA-56527 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56527incoming	#1MBR-043585Kathryn Hall 0.832 rec. Best evidence: NameDate of birth
Name	Kathryn Hall	Kathryn P Hall
Date of birth	1978-10-11	1978-10-11
Member ID	—	UHC-42231-04
SSN	—	•••-••-7660
Phone	— -	3409730598
Email	— null	—
Address	— NULL	4517 Jefferson Ave
City / state / ZIP	— null, null	Phoenix, AZ, 85086
Group	GRP-9206	GRP-9206
Plan	SELECT-EPO	SELECT-EPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-043585Kathryn Hall0.83

Matched against CLM-414810, 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-414810Kathryn Hall1978-10-11Rule 0.97
ENRENR-119477Kathryn Hall1978-10-11Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5550e20c9c37
Escalated TPA-56527, top score 0.83, candidates MBR-043585

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 Kathryn HallMBR-043585, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-56527 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-59691
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036092
Opened: 2026-10-22 12:43:43
Top score: 0.83