Steward case

CASE-002539

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

OpenCheckpointckpt-run-mvjj6udb-83245workflow paused, state held

Side-by-side comparison

Incoming TPA-51777 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51777incoming	#1MBR-016743Beverly Fuller 0.831 rec. Best evidence: NameDate of birth	#2MBR-046614Beverly Fuller 0.751 rec. Best evidence: Name
Name	Beverly Fuller	Beverly Fuller	Beverly Fuller
Date of birth	1941-08-02	1941-08-02	1940-08-02
Member ID	—	—	—
SSN	—	—	—
Phone	— NULL	—	2606091194
Email	— NULL	—	—
Address	— UNKNOWN	1857 Willow Ct	1857 Willow Ct
City / state / ZIP	— -	Minneapolis, MN, 55416	Minneapolis, MN
Group	— UNKNOWN	—	GRP-6501
Plan	MEDICARE-ADV-A	—	—
Sources, records	TPA1 record	TPA ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-016743Beverly Fuller0.83

Matched against TPA-51778, 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-51778Beverly Fuller1941-08-02Single record 1.00

▶#2MBR-046614Beverly Fuller0.75

Matched against TPA-51779, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-51779Beverly Fuller1940-08-02Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553f952db489
Escalated TPA-51777, top score 0.83, candidates MBR-016743, MBR-046614

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 Beverly FullerMBR-016743, score 0.83, 1 recordLinkLink to Beverly FullerMBR-046614, score 0.75, 1 recordLinkConfirm as a distinct identityTPA-51777 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-83245
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043128
Opened: 2026-10-22 12:43:43
Top score: 0.83