Steward case

CASE-002334

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

OpenCheckpointckpt-run-mvjj6udb-90309workflow paused, state held

Side-by-side comparison

Incoming TPA-59298 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59298incoming	#1MBR-014388Amy Palmer 0.832 rec. Best evidence: NameDate of birth
Name	Amy G Palmer Amy G. Palmer	Amy Palmer
Date of birth	1983-04-08	1983-04-08
Member ID	—	UHC-94950-79
SSN	— •••-••-NULL	•••-••-0033
Phone	— UNKNOWN	5436048804
Email	— -	amy.palmer@yahoo.com
Address	—	1323 Sage Ct
City / state / ZIP	— UNKNOWN, NULL, UNKNOWN	Eden Prairie, MN, 55319
Group	— -	GRP-1140
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-014388Amy Palmer0.83

Matched against ENR-127762, 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-127762Amy Palmer1983-04-08Rule 0.99
ENRENR-127761Amy Palmer1983-04-08Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551f0932222e
Escalated TPA-59298, top score 0.83, candidates MBR-014388

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 Amy PalmerMBR-014388, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-59298 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-90309
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044771
Opened: 2026-10-22 12:43:43
Top score: 0.83