Steward case

CASE-002517

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

OpenCheckpointckpt-run-mvfoap9e-90674workflow paused, state held

Side-by-side comparison

Incoming TPA-58271 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58271incoming	#1MBR-027045Martha Bennett 0.831 rec. Best evidence: NameDate of birth	#2MBR-010866Martha Bennett 0.821 rec. Best evidence: NameDate of birthPhoneEmail
Name	Martha Bennett	Martha R Bennett	Martha R Bennett
Date of birth	1948-03-18 03/18/1948	1948-03-18	1948-03-18
Member ID	— NULL	—	UHC-81390-49
SSN	— •••-••-NULL	—	—
Phone	8059561170 (805) 956-1170	—	8059561170
Email	martha.bennett@proton.me	—	martha.bennett@proton.me
Address	8416 Desert Sky Blvd	—	9730 Highland Ave
City / state / ZIP	Nashville, TN, 37291	—	Fresno, CA, 93784
Group	— N/A	—	GRP-6956
Plan	— NULL	—	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-027045Martha Bennett0.83

Matched against TPA-58270, 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-58270Martha Bennett1948-03-18Single record 1.00

▶#2MBR-010866Martha Bennett0.82

Matched against ENR-124614, 5 fields compared, weighted score 0.818

Field	Similarity	Weight	Share	Note
Name	1.00	3	27%
Date of birth	1.00	3	27%	exact
Phone	1.00	1.5	14%
Email	1.00	1.5	14%
Address	0.00	2	18%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-124614Martha Bennett1948-03-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397ec13d087e
Escalated TPA-58271, top score 0.83, candidates MBR-027045, MBR-010866

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-027045, score 0.83, 1 recordLinkLink to Martha BennettMBR-010866, score 0.82, 1 recordLinkConfirm as a distinct identityTPA-58271 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-90674
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044850
Opened: 2026-10-19 19:54:36
Top score: 0.83