Steward case

CASE-002182

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

OpenCheckpointckpt-run-mvfoap9e-93621workflow paused, state held

Side-by-side comparison

Incoming TPA-62703 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62703incoming	#1MBR-036288Patricia Coleman 0.833 rec. Best evidence: NameDate of birth
Name	Patricia Colleman Colleman, Patricia	Patricia Coleman
Date of birth	1958-05-18 May 18, 1958	1958-05-18
Member ID	—	UHC-71949-76
SSN	— •••-••-null	•••-••-8531
Phone	6429868458 (642) 986-8458	—
Email	—	—
Address	— N/A	6613 Apache Blvd
City / state / ZIP	— UNKNOWN, null	Atlanta, GA, 30344
Group	— null	GRP-4419
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-036288Patricia Coleman0.83

Matched against TPA-62702, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-62702Patricia Coleman1958-05-18Scored 1.00
CLMCLM-428735Patricia ColemanRule 0.96
ENRENR-137698Patricia Coleman1958-05-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394d8a8934de
Escalated TPA-62703, top score 0.83, candidates MBR-036288

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 Patricia ColemanMBR-036288, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-62703 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-93621
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045515
Opened: 2026-10-19 19:54:36
Top score: 0.83