Steward case

CASE-002352

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

OpenCheckpointckpt-run-mvjj6udb-11454workflow paused, state held

Side-by-side comparison

Incoming TPA-63837 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63837incoming	#1MBR-023444Rachel Nichols 0.833 rec. Best evidence: NameDate of birth
Name	Rachel Nichols	Rachel O Nichols
Date of birth	1970-07-06 06-07-1970	1970-07-06
Member ID	—	UHC-39062-02
SSN	—	•••-••-8690
Phone	— null	6194396351
Email	— null	rachel.nichols@outlook.com
Address	— N/A	4830 Sunset Blvd
City / state / ZIP	— null, N/A	Tucson, AZ, 85725
Group	—	GRP-6514
Plan	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-023444Rachel Nichols0.83

Matched against CLM-431340, 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-431340Rachel Nichols1970-07-06Scored 1.00
ENRENR-141148Rachel Nichols1970-07-06Rule 0.99
TPATPA-63836Rachel Nichols1970-07-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554c8f34c296
Escalated TPA-63837, top score 0.83, candidates MBR-023444

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 Rachel NicholsMBR-023444, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-63837 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-11454
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010083
Opened: 2026-10-22 12:43:43
Top score: 0.83