Steward case

CASE-002136

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

OpenCheckpointckpt-run-mvjj6udb-90738workflow paused, state held

Side-by-side comparison

Incoming TPA-55726 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55726incoming	#1MBR-017732Kathleen Brooks 0.831 rec. Best evidence: NameDate of birth
Name	Kathleen Brooks Brooks, Kathleen	Kathleen Brooks
Date of birth	1987-01-02	1987-01-02
Member ID	—	—
SSN	— •••-••-N/A	—
Phone	3443315594 344-331-5594	—
Email	kathleen.brooks31@aol.com	—
Address	8400 Broadway	—
City / state / ZIP	Tempe, AZ, 85216	—
Group	— NULL	GRP-5265
Plan	— N/A	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-017732Kathleen Brooks0.83

Matched against CLM-413021, 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-413021Kathleen Brooks1987-01-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559c502ad21d
Escalated TPA-55726, top score 0.83, candidates MBR-017732

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 Kathleen BrooksMBR-017732, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-55726 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-90738
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044862
Opened: 2026-10-22 12:43:43
Top score: 0.83