Steward case

CASE-002506

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

OpenCheckpointckpt-run-mvjj6udb-63040workflow paused, state held

Side-by-side comparison

Incoming TPA-62677 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62677incoming	#1MBR-010833Vincent Jordan 0.834 rec. Best evidence: NameDate of birth	#2MBR-025304Vincent Jordan 0.831 rec. Best evidence: NameDate of birth
Name	Vincent Jordan	Vincent Z Jordan	Vincent Jordan
Date of birth	1980-03-11 03/11/80	1980-03-11	1980-03-11
Member ID	— NULL	UHC-23949-87	—
SSN	— •••-••-N/A	•••-••-3156	—
Phone	— N/A	6637052358	—
Email	—	—	vincent.jordan28@aol.com
Address	— -	105 Lincoln Way	—
City / state / ZIP	— NULL	Tempe, AZ, 85219	—
Group	GRP-9809	GRP-9809	GRP-9809
Plan	— NULL	SELECT-EPO	—
Sources, records	TPA1 record	CLM ×3ENR ×14 records	CLM ×11 record

Evidence detail

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

▶#1MBR-010833Vincent Jordan0.83

Matched against CLM-428666, 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-428666Vincent Jordan1980-03-11Rule 0.99
ENRENR-137615Vincent Jordan1980-03-11Rule 0.99
CLMCLM-428667Vincent Jordan1980-03-11Rule 0.99
CLMCLM-428669Vincent Jordan1980-03-11Rule 0.99

▶#2MBR-025304Vincent Jordan0.83

Matched against CLM-428668, 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-428668Vincent Jordan1980-03-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555aab3db5b3
Escalated TPA-62677, top score 0.83, candidates MBR-010833, MBR-025304

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 Vincent JordanMBR-010833, score 0.83, 4 recordsLinkLink to Vincent JordanMBR-025304, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62677 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-63040
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037262
Opened: 2026-10-22 12:43:43
Top score: 0.83