Steward case

CASE-002460

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

OpenCheckpointckpt-run-mvfoap9e-35234workflow paused, state held

Side-by-side comparison

Incoming TPA-52757 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52757incoming	#1MBR-019447William Stewart 0.834 rec. Best evidence: NameDate of birth	#2MBR-038495Linda Stewart 0.662 rec. Best evidence: none ≥ 0.90
Name	William Stewart	William Stewart	Linda I Stewart
Date of birth	1976-08-11 8/11/1976	1976-08-11	1976-03-11
Member ID	— N/A	UHC-87792-82	UHC-40910-55
SSN	— •••-••--	—	•••-••-8886
Phone	—	2198079607	2859938775
Email	— UNKNOWN	william.stewart@outlook.com	linda.stewart@icloud.com
Address	—	7629 Ridge Rd	3321 Valley View Dr
City / state / ZIP	— NULL,	Tampa, FL, 33650	Minneapolis, MN, 55411
Group	GRP-6305	GRP-6305	GRP-5544
Plan	—	MEDICARE-ADV-A	CORE-HMO
Sources, records	TPA1 record	CLM ×2ENR ×1TPA ×14 records	TPA ×1ENR ×12 records

Evidence detail

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

▶#1MBR-019447William Stewart0.83

Matched against CLM-406207, 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-406207William Stewart1976-08-11Rule 0.99
CLMCLM-406208William Stewart1976-08-11Rule 0.99
ENRENR-108163William Stewart1976-08-11Scored 1.00
TPATPA-52756Bill StewartScored 1.00

▶#2MBR-038495Linda Stewart0.66

Matched against TPA-61441, 2 fields compared, weighted score 0.663

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-61441Linda Stewart1976-03-11Scored 1.00
ENRENR-133878Linda Stewart1976-03-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3957f6ecfb24
Escalated TPA-52757, top score 0.83, candidates MBR-019447, MBR-038495

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 William StewartMBR-019447, score 0.83, 4 recordsLinkLink to Linda StewartMBR-038495, score 0.66, 2 recordsLinkConfirm as a distinct identityTPA-52757 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-35234
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025637
Opened: 2026-10-19 19:54:36
Top score: 0.83