Steward case

CASE-002522

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

OpenCheckpointckpt-run-mvjj6udb-12456workflow paused, state held

Side-by-side comparison

Incoming PRV-20745 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-20745incoming	#1MBR-029543Kelly Carter 0.832 rec. Best evidence: NameDate of birth
Name	Kelly Carter	Kelly Carter
Date of birth	1964-06-03 Jun 3, 1964	1946-06-03
Member ID	UHC-41007-06	—
SSN	— •••-••-null	—
Phone	— null	7283671484
Email	— UNKNOWN	—
Address	— null	405 Maple Ave
City / state / ZIP	— -	San Antonio, TX, 78269
Group	—	—
Plan	— null	OPTIONS-PPO
Sources, records	PRV1 record	TPA ×22 records

Evidence detail

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

▶#1MBR-029543Kelly Carter0.83

Matched against TPA-51093, 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-51093Kelly Carter1964-06-03Scored 0.85
TPATPA-51092Kelly Carter1946-06-03Scored 0.85

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:554366c8dc36
Escalated PRV-20745, top score 0.83, candidates MBR-029543

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 Kelly CarterMBR-029543, score 0.83, 2 recordsLinkConfirm as a distinct identityPRV-20745 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-12456
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010882
Opened: 2026-10-22 12:43:43
Top score: 0.83