Steward case

CASE-002537

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

OpenCheckpointckpt-run-mvjj6udb-92002workflow paused, state held

Side-by-side comparison

Incoming TPA-51702 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51702incoming	#1MBR-018067Albert Patel 0.831 rec. Best evidence: NameDate of birth
Name	Albert Patel	Albert L Patel
Date of birth	1949-03-17 03/17/1949	1949-03-17
Member ID	— NULL	UHC-95967-79
SSN	— •••-••-NULL	•••-••-2430
Phone	— null	3557992520
Email	—	albert.patel45@proton.me
Address	7524 Forest Ave 7524 Forest Avenue	—
City / state / ZIP	Fresno, CA	—
Group	GRP-5218	GRP-5218
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-018067Albert Patel0.83

Matched against ENR-105110, 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-105110Albert Patel1949-03-17Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5515f135e622
Escalated TPA-51702, top score 0.83, candidates MBR-018067

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 Albert PatelMBR-018067, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-51702 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-92002
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045169
Opened: 2026-10-22 12:43:43
Top score: 0.83