Steward case

CASE-002516

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

OpenCheckpointckpt-run-mvfoap9e-38038workflow paused, state held

Side-by-side comparison

Incoming TPA-58270 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58270incoming	#1MBR-010866Martha Bennett 0.831 rec. Best evidence: NameDate of birth	#2MBR-044850Martha Bennett 0.831 rec. Best evidence: NameDate of birth	#3MBR-014751Brenda Bennett 0.712 rec. Best evidence: none ≥ 0.90
Name	Martha R Bennett Martha R. Bennett	Martha R Bennett	Martha Bennett	Brenda Bennett
Date of birth	1948-03-18 Mar 18, 1948	1948-03-18	1948-03-18	1948-08-13
Member ID	— null	UHC-81390-49	—	UHC-37574-38
SSN	— •••-••-N/A	—	—	•••-••-7274
Phone	— 9561170	8059561170	8059561170	5806378623
Email	— NULL	martha.bennett@proton.me	martha.bennett@proton.me	brenda.bennett@gmail.com
Address	— NULL	9730 Highland Ave	8416 Desert Sky Blvd	7465 Main St
City / state / ZIP	— N/A, null	Fresno, CA, 93784	Nashville, TN, 37291	Jacksonville, FL, 32268
Group	— N/A	GRP-6956	—	GRP-5171
Plan	— N/A	MEDICARE-ADV-B	—	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×11 record	TPA ×11 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-010866Martha Bennett0.83

Matched against ENR-124614, 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-124614Martha Bennett1948-03-18Single record 1.00

▶#2MBR-044850Martha Bennett0.83

Matched against TPA-58271, 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

TPATPA-58271Martha Bennett1948-03-18Single record 1.00

▶#3MBR-014751Brenda Bennett0.71

Matched against ENR-116370, 2 fields compared, weighted score 0.711

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-116370Brenda Bennett1948-08-13Rule 0.99
CLMCLM-412444Brenda Bennett1948-08-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396c02f92dad
Escalated TPA-58270, top score 0.83, candidates MBR-010866, MBR-044850, MBR-014751

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 Martha BennettMBR-010866, score 0.83, 1 recordLinkLink to Martha BennettMBR-044850, score 0.83, 1 recordLinkLink to Brenda BennettMBR-014751, score 0.71, 2 recordsLinkConfirm as a distinct identityTPA-58270 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-38038
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027045
Opened: 2026-10-19 19:54:36
Top score: 0.83