Steward case

CASE-002173

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

OpenCheckpointckpt-run-mvfoap9e-33086workflow paused, state held

Side-by-side comparison

Incoming TPA-50065 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50065incoming	#1MBR-012290Jennifer Cole 0.835 rec. Best evidence: NameDate of birth
Name	Jennifer Cole	Jennifer H Cole
Date of birth	1962-10-12	1962-10-12
Member ID	— N/A	UHC-45106-70
SSN	—	•••-••-2991
Phone	—	6396572717
Email	— N/A	jennifer.cole90@gmail.com
Address	—	5396 Elm St
City / state / ZIP	— N/A	Charlotte, NC
Group	— -	GRP-9334
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×1CLM ×1TPA ×35 records

Evidence detail

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

▶#1MBR-012290Jennifer Cole0.83

Matched against ENR-100215, 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

ENRENR-100215Jennifer Cole1962-10-12Scored 1.00
CLMCLM-400148Jennifer Cole1962-10-12Scored 1.00
TPATPA-50064Jennifer Cole1962-10-12Scored 1.00
TPATPA-50063Jennifer Cole1962-10-12Rule 0.97
TPATPA-50062Jen Cole1962-10-12Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391c0b9d2b86
Escalated TPA-50065, top score 0.83, candidates MBR-012290

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 Jennifer ColeMBR-012290, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-50065 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-mvfoap9e-33086
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024475
Opened: 2026-10-19 19:54:36
Top score: 0.83